Who We Are

Get to Know Our Talented Individuals

Our team has over 123 years of combined experience in personal investment management, with the full resources of Scotiabank at our disposal. We see the world through our client’s eyes and deliver what we believe is a unique, superior investment management offering to our clients. We love what we do and we combine the most sophisticated of wealth management approaches with the personal touch of hands-on managers that are always only a phone call away.

We operate inside of Scotia Wealth Management, a leading Canadian wealth manager. So while we are an exceptionally accessible and motivated team, the specialist resources of a major financial institution support us – as and when we need them. This represents a significant and reassuring competitive advantage.

Peter Schenk

Portfolio Manager

Marc Vella

Business Development Associate

Matthias Raps

Senior Associate

Nancy Kemble

Senior Financial Planning Consultant

Joseph Taylor

Senior Will & Estate Planner

Susan-Lee Halaburda

Insurance Specialist