Tucker Willson Group - Professional Wealth ManagementScotiaMcLeod's Tucker Willson Group - Professional Wealth Management, Tucker Wilson Group, ScotiaMcLeod, Charles Tucker, Peter Willson, Peter Wilson, wealth advisors, financial advisor,investment advisor,investment executive,financial planner,financial advice,financial adviser,retirement planning,broker,investment,estate planning,financial planner,equities,portfolio,financial planner,financial consultants,investment specialist,wealth,economist,strategist,ROBTV,peterborough,money management,personal finance,advisor,retirement planning,asset management,investments,asset allocation,money,stocks,finance,advisors,budgeting,retirement,securities,life insurance,household finance,investor education,retirement,GICs,mutual funds,bonds,banks,wills,trust,RRSP,canada,pensions,annuities,insurance,mutual funds,financial experts,investment planning,financial counselors,portfolio management,conseiller en placement,stock,estate,success,savings,pension,investing,investors,life goals,responsible,estate plans,find advisor,broker,pension funds,financial plan,estate planner,investment plan,trusted advisor,building futures,retirement saving,child trust funds,investment advisor,investment managers,charitable planning,financial management,investment consulting,investment management,toronto stock exchange,personal financial plan,stocks good to invest in,advice for buying stocks,finding a financial advisor,personal financial advisors
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Meet Our Team

Breadth and Depth of Expertise

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
Director Wealth Management & Associate Portfolio Manager


As the 'Chief Equity Strategist' of the team, Charles has been providing professional investment advice since 1991. In addition to his practical knowledge of diverse trading strategies and institutional markets, Charles has a Bachelor of Arts in Economics from McMaster University. He is well-versed in the complexities of financial markets, and helping our clients navigate the changing investment landscape. Charles specializes in broad macro views, portfolio design & management, trade execution and value investing. Contact Charles
 

 
Peter Willson
Director Wealth Management & Associate Portfolio Manager


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, adding tremendous value to our financial strategies. Contact Peter
 

 
Kevin Carscadden
Sr. Wealth Advisor & Associate Portfolio Manager


Kevin has been providing Wealth Management Advice to clients of ScotiaMcLeod since 1998. Kevin uses a total financial planning approach to investing with his clients. Kevin is a graduate of the Ivey Business School at the University of Western Ontario. He also holds his Chartered Investment Manager and Financial Planning designations with the Canadian Securities Institute. Kevin’s other specialties include life and disability insurance as well as equity options trading. Contact Kevin
 

 
Peter Bridgemohan
Sr. Wealth Advisor


Peter began his career with ScotiaMcLeod in 1993. Peter brings insight and expertise from other operational areas of ScotiaMcLeod to the team. With his Financial Planning Designation, Peter focuses on retirement planning and account reviews and specializes in fixed income and stock trading. Contact Peter
 

 
John Kaglik
Wealth Advisor & Associate Portfolio Manager


John has been providing wealth management solutions to individuals, families, corporations and charities since 2000. John received his Master’s degree from University of Manitoba, holds the Chartered Investment Manager and Financial Management Advisor Designations and is a Fellow of the Canadian Securities Institute as well as being Associate Portfolio Manager. John specializes in personalized plans and diversified investment strategies tailored to each client to help them achieve financial security. Contact John
 

 
Ted Karon
Wealth Advisor & Portfolio Manager


With over 20 years of experience in investment banking, equity research, and portfolio management at a multi-family office, Ted brings a holistic perspective on investing. As a licensed Portfolio Manager since 2005, who completed his CFA in 1996, he provides leadership and expertise in his communications with clients and the investment team members. As well as his CFA, Ted holds an Honours Bachelor of Commerce degree from Queen’s University and is a volunteer with the Canadian Cancer Society. Contact Ted
 

 
Cori Niosi
Investment Associate


Cori has been with ScotiaMcLeod since 1994 after obtaining a BA in Economics. With over 16 years industry experience Cori has specialized in a wide range of products and services. Her areas of expertise are group pension plans, wealth management, stock trading, institutional clients and high net worth investors. Amongst other industry licensing Cori has her Wealth Management Essentials for Wealth Managers. Contact Cori
 

 
Jacob Coellar
Investment Associate


After obtaining his degree in computer programming, Jacob began his career at Scotiabank in 2002 specializing in personal banking. He joined the Tucker Willson Group in 2008. In addition to his CSC and CPH, he has recently attained his RR and Insurance License. He specializes in Group Pension Plans and Individual Wealth Management. Contact Jacob
 

 
Sandra Tavares
Administrative Assistant


Sandra, our senior administrator, joined the Scotia team in 1998. She has extensive knowledge of private client accounts and also manages the Tucker Willson administrative team. Contact Sandra
 

 
Laura Keith
Administrative Associate


Laura has worked with ScotiaMcleod for 3 years and has previous experience in the financial industry. She is CSC Licensed and specializes in team marketing and client events. Contact Laura
 

 
Klarita Beta
Senior Associate


Klarita has been in the financial industry since 2008. She is a licensed Senior Associate and provides support and communication to clients. Klarita has a Bachelor degree in Business Administration and is currently working on getting her financial planning designation. Contact Klarita
 

 
Janet Taylor
Administrative Assistant


Janet has over 15 years of experience in the industry; of which, thirteen were spent at a multi-family office. Joining the Tucker Willson Group in 2013, Janet brings a wide range of financial experience with High Net-Worth Families. Areas of expertise include the team’s Managed Portfolio Program, Private Wealth Management, and meeting clients’ needs on a daily basis. Janet is bilingual, as she is fluent in both English and French. Contact Janet