Our team of Investment Advisors has over 150 years of financial experience. In addition to numerous academic degrees, our team holds a number of industry specific designations and licensing including Financial Management Advisor, Personal Financial Planner, Canadian Securities Course, Options, Futures and Life Insurance Advisor.
|
Charles Tucker
Senior Wealth Advisor, Associate Director, Wealth Management.
Charles has been providing professional investment advice since 1991. In addition to his practical knowledge of trading
and institutional trades, he has a Bachelor of Arts in Economics from McMaster University. Charles’ specialities
include equity strategies, stock trading, value investing and options.
Contact Charles
|
|
Peter Willson
Senior Wealth Advisor, Director, Wealth Management.
Peter brings to the team experience in the financial services industry since 1993. Along with a Bachelor of Laws and
Master of Business Administration both from the University of Western Ontario, Peter specializes in portfolio design,
estate planning and tax strategies. His legal education focused on Tax Minimization, adding tremendous value to our
financial strategies. Contact Peter
|
|
Kevin Carscadden - Wealth Advisor
Kevin graduated from the Ivey School of Business at the University of Western Ontario and has been with ScotiaMcLeod since
1998. Along with his Financial Planning designation through the CSI, he specializes in life, disability and group insurance as well as trading and options. Contact Kevin
|
|
Peter Bridgemohan - Wealth Advisor
Peter began his career with ScotiaMcLeod in 1993. With his Financial Planning Designation, Peter focuses on retirement
planning and account reviews and specializes in stock trading. Contact Peter
|
|
John Kaglik - Investment Associate
John holds the Financial Management Advisor designation and is a Fellow of the Canadian Securities Institute. After
receiving his Masters degree from the University of Manitoba, John joined ScotiaMcLeod in 2000. He now specializes in
wealth management solutions through investment management and financial planning. Contact John
|
|
Gillian Hart - Investment Associate
Gillian is a York University Economics graduate and is bilingual in French. Working with ScotiaMcLeod since 1996, her
experience includes working on the retail bond desk. She now heads up our Group Products division.
Contact Gillian
|
|
Cori Niosi - Investment Associate
Cori has been withScotiaMcLeod since 1994 after obtaining a BA in Economics. She has over 8 years experience in Group Plans and retirement planning and now focuses on stock trading, institutional clients and high net worth investors.
Contact Cori
|
|
Shane Dubin - Investment Associate
Shane has a business degree in Economics and Finance from York University. Shane stared with ScotiaMcLeod in the spring of
2000 and specializes in trading equities, options and fixed income securities. Contact Shane
|
|
Sandra Tavares - Administrative Assistant
Sandra, our administrator extraordinarie, joined the Scotia team in 1998 and is the organizational marvel that keeps the
team running. Contact Sandra
|
|
Jacob Coellar - Administrative Assistant
Jacob is our group administrative specialist. Having started his career with Scotiabank, he joined ScotiaMcLeod in 2007.
Contact Jacob
|
|
Jenny Ocampo - Administrative Assistant
Jenny has worked at ScotiaMcLeod since 2005, and joined our team in 2008. Jenny has previous experience working in the
banking industry and has spent part of her career assisting on a stock trading desk. Contact Jenny
|
|
Laura Keith
Contact Laura
|
|
Dee Persaud
Contact Dee
|
