Anthony is a straight shooter who dives into relevant details to establish a process, and investment rigour, with a focus on outcome-based client satisfaction. Highly intelligent, a strong communicator, and a willingness to go the extra mile for clients, Anthony utilizes his direct yet easy-to-talk to demeanour to uncover what truly matters to his clients.
Anthony joined Scotia Wealth Management in 2019 after spending time at another leading bank-owned investment firm where he ran his own practice. With approximately 6 years in the industry, he leverages his 10+ year background in the technology sector to give him insights when assessing companies and understanding tech innovations. Anthony is adept at guiding investors through our increasingly digital investment environment to achieve their goals. He has watched advances rapidly change global investing and knows that while new and complex investment products create opportunity, they also come with unique risks.
Anthony’s technical background, family business experience and knowledge of capital markets can bring clients valuable insights. His analytical approach, married with his approachable demeanour, can bring clients a sense of calm and understanding even in the tensest situations. As an avid technology enthusiast, Anthony often consults with Scotia Wealth Management on business technology innovations to ensure the digital client experience is top-tier. Anthony firmly believes behind all the numbers and data is a story and looks to interweave this into meeting client objectives and goals.
Anthony holds the Chartered Investment Manager Designation (CIM®) designation and is Life Licensed (LLQP). Anthony also holds the title of Portfolio Manager, which is reserved for advisors who have committed to following a defined process of investing on behalf of clients. Anthony is always looking to hone his skills and continues to advance his acumen via various research resources or courses.
Anthony is formally trained in the field of Computer Systems Technology and attained an advance diploma from Durham College in 2006.
Anthony enthusiastically supports Peterborough Youth Unlimited, which provides a place for youth to get a meal, play a game, hang out, and get on the right path. He belongs to 100 Men of Peterborough, which supports a different charity each quarter, and serves on their steering committee. He also serves on the Peterborough Estate Planning Council to help the community at large – particularly to aid elderly people in gaining relevant estate planning information from industry leaders.
When Anthony is not reading up on the markets or checking in on clients, he can be found with his two sons and his wife enjoying quality family time – usually playing basketball, watching movies, or travelling. He’s also known to lift a dumbbell here and there, so if you catch him at your local gym early in the morning, be sure to say hello!
ScotiaMcLeod®, a division of Scotia Capital Inc.
ScotiaMcLeod®, a division of Scotia Capital Inc.
As an Estate and Trust Consultant, Tony helps clients preserve and transfer their wealth by providing advice and guidance on estate planning opportunities and facilitating the production of a comprehensive estate plan incorporating professional executor, trustee and attorney for property services.
Tony holds a Specialized Bachelor of Arts degree in Political Science from York University and a Bachelor of Laws degree from Osgoode Hall Law School. He brings to his role over a decade of relevant experience as a lawyer practicing in the areas of estate planning, administration and litigation, supplemented by practical skills and competencies earned by working in small business and as a business owner/ operator himself.
Estate and trust services are provided by The Bank of Nova Scotia Trust Company.
As a Total Wealth Planner, Susan is responsible for guiding our clients through our Total Wealth Planning process, which begins with a thoughtful consideration of their entire financial picture, immediate needs, and goals for the future. With a clear understanding of our clients’ unique financial situation, Susan collaborates with our team of specialists to develop a customized Total Wealth Plan that is comprehensive, forward-looking, and tailored to help each client reach their financial goals. Through an evolving Total Wealth Plan, Susan works with our clients to help them achieve future success – as they define it.
Susan holds a Bachelor of Arts (Hons.) from the University of Western Ontario. She is accredited as a Certified Financial Planner (CFP®), Registered Financial Planner (R.F.P.), Registered Trust and Estate Practitioner (TEP) and she is a Fellow of the Canadian Securities Institute (FCSI). Susan has been recognized by The Institute of Advanced Financial Planners for ongoing dedication to excellence in the financial planning profession. Susan has also been awarded the FP Canada Fellow distinction for advancing the financial planning profession and embodying FP Canada’s professional standards.
Financial planning and advisory services are provided by Scotia Capital Inc.
As a Total Wealth Planner, Emily is responsible for guiding our clients through our Total Wealth Planning process, which begins with a thoughtful consideration of their entire financial picture, immediate needs, and goals for the future. With a clear understanding of our clients’ unique financial situation, Emily collaborates with our team of specialists to develop a customized Total Wealth Plan that is comprehensive, forward-looking, and tailored to help each client reach their financial goals. Through an evolving Total Wealth Plan, Emily works with our clients to help them achieve future success – as they define it.
Emily brings over 15 years of experience in the financial services industry. Emily is an accredited professional having earned her Certified Financial Planner (CFP®) designation and has completed both her LLQP and Canadian Securities Course.
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Financial planning and advisory services are provided by Scotia Capital Inc.
I believe that the high net worth individuals I work with understand there are unlimited choices and a myriad of financial advice solutions being thrown at them daily, mostly misguiding or underservicing them about banking and debt. My role is to educate and provide guidance on all the resources that can be deployed through Scotiabank Private Banking to further the individual’s financial well-being.
I am demanding of myself and my team in providing the best possible experience for every person, allowing us to understand and get deeper into what matters for each. In my over 14 years in progressively more complex roles at Scotiabank, I have a history of delivering a high level of value through that comprehensive understanding to create a customized financial plan for each client. With my rare blend of Business Banking and Personal Financial Planning, I am able to get through the noise of a client’s financial picture quickly, providing tailored solutions that not only benefits them today, but benefits them tomorrow as well.
Private Banking, The Bank of Nova Scotia
As an Insurance Consultant, Fiona is dedicated to delivering insurance solutions unique to you, that will help safeguard you, your family and your business from unexpected events or financial loss. Beyond that protection, Fiona will help optimize your wealth by recommending strategies that will allow you to enhance the wealth you distribute to your family. Whether you are an affluent investor looking to incorporate more tax-efficient investment options into your asset mix, a business owner who requires liquidity to effectively transition your assets and manage competing interests, or simply focused on leaving as much wealth and legacy as efficiently as possible, Fiona can demonstrate how life insurance can help.
While insurance is often overlooked, its benefits are compelling, and leveraging its versatility, Fiona will assess how a well-structured solution can be integrated into your personalized Total Wealth Plan.
Fiona has empowered advisors and their clients since 2005 and joined Scotia Wealth Management in 2019. In the past, she has worked for prominent insurance companies as a regional sales director. Fiona measures her success by how well she supports the value that advisors offer clients. She believes that the foundation of her work is the quality of her relationships. Fiona received a degree in Finance from Peking University and a diploma in Business Administration and Management from Laurentian University. She holds a Charted Life Underwriter (CLU) designation and is Life Licensed in the Province of Ontario.
Insurance services are provided by Scotia Wealth Insurance Services Inc.