We are comprised of dedicated and experienced professionals committed to providing independent and exclusive financial, estate and tax solutions. Your financial needs are assessed by our ability to draw on our team of experts across a range of financial disciplines including wealth planning, will and estate planning, tax planning, succession planning, charitable giving, asset protection and personal and private banking services.
Gord specializes in managing the financial affairs of ultra-high net worth individuals & families.
Himalaya develops and implements investment strategies dedicated for your portfolio.
John has been fully entrenched in financial services for over 10 years.
Sarah draws on her experience to build client relationships.
Deanna organizes the team to maintain a high level of client care.
Marie ensures the efficient execution of daily operations.
Maggie’s focus is on the administration of client accounts.
Raphael ensures seamless trade execution in our Managed Portfolio Program.
Portfolio Advisory Group
Shane is the Portfolio Advisory Group’s Chief Executive Officer.
Malcom is Head of Philanthropic Advisory Services.
Tom is a Tax and Estate Consultant with ScotiaMcLeod.
Jim is ScotiaMcLeod’s Associate Director of Insurance.