In addition to our core team, we leverage a number of Scotia Wealth Management specialists who bring skills and expertise to the consideration of what you’ve accumulated – and how best to administer it through life’s changes. From financial counsel on managing your wealth to careful contemplation of how to transfer it to future generations, it’s your thinking, combined with our thinking, to create Enriched Thinking™.
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Michael has the expertise to resolve clients’ unique challenges, and delivers his services at the highest level of professional quality. He develops comprehensive financial plans to help his clients achieve their long-term goals, covering the investment, insurance, tax and estate planning aspects of their individual situations.
Michael has the Canadian Investment Manager (CIM) designation, a portfolio management qualification with a Canadian focus, and the Fellow of the Canadian Securities Institute (FCSI) designation. Read More
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Amanda manages the administrative hub of The Newton Group and ensures a high level of client service is maintained at all times.
Amanda has worked closely with Michael since 1997, starting at Midland Walwyn and then CIBC Wood Gundy before spending almost 10 years at Macquarie Private Wealth and its predecessor firms prior to joining ScotiaMcLeod. Her dedication and attention to detail make Amanda an invaluable member of The Newton Group. Read More
Bruno has been with Scotiabank since 2013 but has been in the banking industry for 15 years with other financial institutions in various relationship manager roles. With this experience, Bruno possesses the skills and product knowledge needed to deliver excellent customer service and strives to achieve nothing but the “BEST” for his clients. Read More
Dan provides customized private banking services that assist professionals and business owners (large and small) to tailor financial solutions unique to each individual and family circumstance. Dan has 14 years of experience in accounting and finance and has spent almost seven years as Commercial Banker, specializing in mid to large enterprises. Dan is a Certified General Accountant and holds an Honours BComm. Read More
Jim has worked in finance for nearly 30 years, and has over 20 years of experience as an insurance consultant for several of Canada’s top financial institutions. He offers expertise in developing insurance solutions that allow clients to meet their short-term and long-term goals while complementing their overall financial strategy. Focused in working with high net worth and ultra-high net worth clients, Jim provides highly personalized recommendations and excellent client care. Read More
Tom is a Chartered Accountant and a member of the Insurance Planning Group. He is responsible for implementation of planning solutions for tax, business succession, estate, philanthropic and insurance planning for clients. He has extensive experience in the financial services industry and is a frequent writer and speaker on topics related to the innovative use of insurance products in business, estate, tax and charitable gift planning. Read More
Shane Jones has been in the banking business for 27 years with the last 4.5 years at Scotia and the previous 20 at RBC in various positions. After emigrating from Wales in 1982 he started his banking career with TD Bank in 1985 before joining RBC in early 1987 as junior trader in the Treasury Division. In 1992 he joined RBC Asset Management as Money Market and Foreign Exchange trader progressing through the organization. Read More
As a Home Financing Advisor with Scotiabank, Domenic has more than 20 years of experience in financial services, particularly working with homebuyers and top realtors in the GTA. He is dedicated to sharing a superior level of customer service and practical advice with mortgage customers, from first-time homebuyers to seasoned investors, who want innovative, customized solutions that complement their bigger financial goals. Read More
Ian has extensive experience providing financial planning advice to clients with complex and sophisticated needs and goals. He draws on the breadth of expertise that he has developed over his 20 years in the financial sector. Ian has obtained the Master of Business Administration (MBA) degree from Queen’s University in Kingston. Read More