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 the 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 & Portfolio Manager

Charles has been with ScotiaMcLeod since the inception of his career in financial services beginning in 1991. As Director, Wealth Management and Portfolio Manager, Charles is the Chief Market Strategist for the Group. Well versed in the complexities of financial markets, he draws on his practical knowledge to help clients continue to navigate the ever changing financial landscape.

Entrepreneurial by nature and stimulated by ideas that drive successful businesses, Charles has always been a passionate student of the markets. A true believer in long-term relationships and the importance of total wealth planning, he views himself and the team as advocates for clients: to support them in achieving their goals and to help ensure their financial lives continue to stay on track.

His busy clients take comfort in his energy, savvy, leadership and his specialized expertise in portfolio design and management, trade execution and value investing.

Charles has a Bachelor of Arts in Economics from McMaster University and has completed the Canadian Securities Course through the Canadian Securities Institute. Contact Charles

 
Peter Willson – Director Wealth Management & Portfolio Manager

Peter has been in the financial services industry since 1993 when he helped found the Tucker Willson Group as Director Wealth Management and Portfolio Manager. Highly personable and schooled in corporate finance and tax law, Peter is a tremendous asset for professionals, business owners and all types of clients looking for total wealth financial solutions.

Known for his ability to develop a deep level of trust with his clients, Peter is committed to helping them make better decisions about their financial future. Clients value his business acumen, honesty and diligence that he demonstrates on their behalf.

In building the team, Peter has created a motivated culture of wealth management experts dedicated to the financial success of their clients, their businesses and their families.

Peter has a Bachelor of Laws and Master of Business Administration with a tax focus from the University of Western Ontario.

In his community, Peter participates in the Enbridge Ride to Conquer Cancer which benefits The Princess Margaret Cancer Foundation. He is also a past member of Canada’s National Badminton Team. Contact Peter

 
Kevin Carscadden – Sr. Wealth Advisor & Portfolio Manager

With a background in the insurance industry, Kevin began his wealth management career in 1998 at ScotiaMcLeod. A true believer in total wealth planning and the power of his team of experts, he prides himself on his objectivity, clear communication style and responsiveness.

His goal is to ensure that all facets of his clients’ financial lives are examined and integrated. A listener first, Kevin’s clients value the clarity he brings to uncovering opportunities and the strategic and actionable solutions he recommends.

With the agility of a former Canadian Badminton Champion, Kevin is able to adjust seamlessly with the evolving needs of his clients and their families — helping present and future generations get to where they need to be.

Kevin has his undergraduate business degree from the Ivey Business School at the University of Western Ontario, holds his Chartered Investment Manager designation with the Canadian Securities Institute and is insurance and options licensed. Contact Kevin

 
John Kaglik – Wealth Advisor & Portfolio Manager

John joined ScotiaMcLeod in 2000 with a management background, a passion for the markets and a drive to help people become financially secure. Taking a collaborative total wealth approach, he is known for his direct and personable manner and a healthy appreciation for the value of money.

As a Senior Wealth Advisor and Portfolio Manager in the Group, John prides himself on creating relationships founded on mutual respect whether for individuals, families, corporations or private foundations. He specializes in holistic personalized plans and diversified investment strategies driven by an upfront understanding of his client’s priorities. John supports his clients by asking informed questions and providing solutions designed to help them to achieve financial independence.

He graduated from the University of Winnipeg with a Bachelor’s degree in Economics and Psychology. He 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. Contact John

 
Ted Karon, CFA – Wealth Advisor & Portfolio Manager

As a Wealth Advisor and Portfolio Manager at the Tucker Willson Group, Ted brings with him 25 years of extensive experience in investment banking, equity research, venture capital, mergers and acquisitions and multi-family office. A true practitioner of total wealth planning, Ted’s holistic perspective translates into clarity and certainty for those with complex, multi-generational situations.

Known for his astuteness, succinct performance assessments and transparency, Ted takes a diligent approach, helping to make sure that his clients’ financial lives and wealth potential are well looked after. His clients understand that his advice and recommendations derive from doing the right thing and that his priority is to make the most of their financial well-being — now and for the future.

Ted holds an Honours Bachelor of Commerce degree from Queen’s University. He is a licensed Portfolio Manager and has earned the right to use the Chartered Financial Analyst designation.

In his community, he is a volunteer with the Canadian Cancer Society. Contact Ted

 
Cori Niosi – Investment Associate

Cori has been in the financial services industry for over 22 years, joining ScotiaMcLeod in 1994. She prides herself on her service delivery and is pleased to see how that translates into a sense of security for her clients, allowing them to rely on her and the team for what matters most.

As an Investment Associate, she is known for her passion for the business, proactivity and attention to detail when it comes to administration and her interaction with clients. With a total wealth approach, she is particularly focused on trading, retirement and estate planning, group pension plans and institutional clients.

A tireless relationship manager, Cori’s clients value her dedication to their financial future. They appreciate that she listens first, regularly drawing on the team of experts to recommend solutions relevant to each family member and their future beneficiaries.

Cori has a degree in Economics from Carleton University and has her Wealth Management Essentials for Wealth Managers through the Canadian Securities Institute. Contact Cori

 
Jacob Coellar – Investment Associate

Jacob began his financial services career in personal banking at Scotiabank in 2002. He joined the Tucker Willson Group in 2008 and became an Investment Associate in 2011.

Drawn to the ever-changing nature of the investment markets and the challenges required to stay abreast of trends to better serve his clients, Jacob prides himself on his analytical abilities, willingness to listen and accessibility. His clients value his focus on what’s most important to them, his dedication and goal-oriented strategic recommendations.

With his ability to thrive in a fast paced environment and a total wealth approach, Jacob specializes in group pension plans and individual wealth management — helping a wide range of clients get to where they need to be.

Jacob has an E-Commerce Solutions Developer Diploma from The Institute for Computer Studies (now CDI College) in Ontario. He has completed the Canadian Securities Course through the Canadian Securities Institute, has attained his Wealth Management Essentials and is insurance licensed. Contact Jacob

 
Sandra Tavares – Administrative Assistant

Sandra, joined the Tucker Willson Group at ScotiaMcLeod in 1998. With an extensive knowledge of all administration and account processes, she manages the administrative team for the Group.

Known for creating strong relationships with clients and her wealth management colleagues, Sandra prides herself on her approachability and dependability. Being highly organized, efficient and committed to a personal touch, she thrives on the learning opportunities of the business and the service ethic of the Group.

Part of the team, Sandra believes her role and that of the administrative team, can have a significant influence on the total client experience. She strives to ensure the work is done with quality and to the highest standards, prepared to go above and beyond what it takes, to deliver.

Sandra is fluent in English and Portuguese and through the annual Scotiabank Rat Race, she supports the United Way. Contact Sandra

 
Laura Keith – Administrative Associate

Laura has over a decade of financial services experience, joining ScotiaMcLeod in 2011. As an Administrative Associate, she provides continuity in all day-to-day transactions related to clients and is dedicated to helping to ensure that their experience remains positive as the relationship continues to expand. Manager of all seminars and events, Laura helps to ensure that clients are up to date on relevant industry and market topics.

Dedicated to delivering the ultimate in attention and care, she prides herself on her proactivity and supports the portfolio managers in working with a broad range of clients — be they business owners, retirees or professionals.

Known for building relationships, her total wealth approach and proven attention to detail, she enjoys collaborating with her team of experts to deliver a seamless service offering on behalf of the Group.

Laura has completed the Canadian Securities Course through the Canadian Securities Institute. Contact Laura

 
Klarita Beta – Senior Associate

Klarita began her career in the financial services industry at Scotiabank in 2008 in personal banking. As a Senior Associate in The Tucker Willson Group, she is energized by interacting with her clients to help uncover wealth management opportunities uniquely aligned to their goals.

Known for developing a genuine connection and being solutions oriented, Klarita resolves questions in a timely manner and aims to make each of her clients feel special. Engaged in the group pensions business and working with individuals, she prides herself on going over and above what’s expected of her.

Her clients find her to be a patient listener, willing to take the time to understand their priorities — with a practical approach that will help them get to where they need to be.

Klarita has a Bachelor degree in Business Administration. She is a Level 1 Certificant for the Certified Financial Planner designation and is insurance licensed. Contact Klarita

 
Vanessa Paul – Administrative Associate

Vanessa has over 20 years of experience in the financial services industry with an extensive background working with multi-family office clients. She joined the Tucker Willson Group in 2017 as an Administrative Assistant.

Devoted to service excellence and always interested in opportunities to learn, Vanessa takes ownership of every task with the goal of delivering - on time, every time. In her day to day interaction, Vanessa fully embraces the service ethic of the team: acting with genuine transparency and putting client needs first. In turn, they feel satisfied — comfortable that their financial future is being well looked after. Contact Vanessa