I joined Scotiabank in 2011 and held several roles in this organization. As an experienced Private Banker, I have helped high-net-worth individuals and families to grow their wealth and provided customized lending facilities. I am highly proficient in mortgages, investments, and complex credit structures to help provide clients with the financial strategies they require. By developing and maintaining strong relationships with clients, I can truly understand their unique needs and offer them appropriate tax-efficient solutions.
I work alongside a great team of ScotiaMcLeod, Private Investment Counsel, and MD Financial partners. Together, we can examine a client’s overall financial requirements and then create and execute on custom-tailored financial plans that effectively match the client’s borrowing and investment needs with the Bank’s products and service capabilities.