Our innovative team-based approach

Transcription

1 Our innovative team-based approach Enriched Thinking The Spiess McGlade Team ScotiaMcLeod, a division of Scotia Capital Inc.

2 Where expertise matters Tom Inglis, BA (Econ.), CFP Senior Financial Planning Consultant Dan Patel, BComm (Hons), CGA Director and Team Lead, Private Banking Tom has been providing financial planning solutions to clients with complex needs for over 33 years. Leveraging the strength of the team, he follows a structured process to discover all aspects of your financial picture. Tom will create a customized plan that will outline specific strategies to attain your financial goals. Dan leads our private banking team in the delivery of tailored strategies and discreet service to meet the unique borrowing and transactional requirements of our clients. Dan s deep experience in both commercial and private banking enables him to design customized lending solutions to help our clients meet their financial goals. David Victor, MBA, JD, CPA, CA Senior Financial Planning Consultant Matthew Zavaglia, BA (Hons) Senior Associate, Private Banking David has over 10 years of experience in providing solutions to clients with sophisticated needs. Using a disciplined and analytical process, David will work with you and the team to explore all relevant components of your financial picture in order to create a personalized strategy to achieve your financial objectives. As a member of our team of private banking specialists, Matt delivers personalized banking and credit solutions to select clients. With a strong relationship focus, Matt devotes the expert resources required to provide a high level of service and creates sophisticated banking packages that leverage our full suite of credit solutions to meet the needs of our clients.

3 Nathan Bender, BA (Hons), CFP, CIM, CLU Estate and Trust Consultant Kevin Tran, CPA, CA, MAcc, MTax Director, Tax Advisory Nathan provides guidance and solutions to meet clients estate, trust and philanthropic needs. Clients benefit from customized tax-efficient strategies that align their investment, retirement, philanthropic and estate plans to help ensure financial well-being into the next generation. Kevin is responsible for providing integrated tax-based planning advice to Scotia Wealth Management advisors, and their clients. From over 8 years of public practice experience, Kevin offers a wide range of knowledge in accounting and taxation. Additionally, he has extensive experience in the areas of will planning, post-mortem tax planning, and income splitting with trusts. John Michael Durrant Insurance Consultant, Director John Michael complements the team by providing fully integrated insurance strategies for building, preserving and protecting wealth. John Michael customizes solutions for clients that minimize tax, enhance income, manage risk and create a legacy based on short-term and long-term goals. John Michael holds more than 20 years of experience and is licensed in Alberta, BC and Ontario.

4 Our Scotia Wealth Management team of specialists offers access to services which include: Strategic wealth planning < < Comprehensive financial and retirement planning < < Tax-efficient planning strategies < < Risk management < < Innovative insurance solutions Investment advice < < Advisory services < < Discretionary portfolio management < < Global insights Estate and trust, provided by Scotiatrust, The Bank of Nova Scotia Trust Company < < Estate and trust management < < Estate, trust and incapacity planning < < Executor, trustee and attorney for property services < < Wealth transfer < < Philanthropic services, provided by Scotiatrust, The Bank of Nova Scotia Trust Company < < Meaningful legacy through the development of a charitable giving strategy Insurance planning, provided by Scotia Wealth Insurance Services Inc. < < Protecting what you have worked hard to build Our clients place a high value on the depth of our team and the trusted advice we are able to deliver. Our unique approach is built on service excellence and on providing you with the highest level of satisfaction. We look forward to continuing the conversation. < < Sophisticated trading strategies and execution Private banking services, provided by The Bank of Nova Scotia < < A dedicated banking team < < Experienced transactional support < < Access to customized borrowing and credit solutions Banking and Borrowing Services private banking estate and trust services investment advisory Estate and Trust Planning Investments Integrated Wealth Management family wealth planning insurance planning Financial Planning Protection business transition planning

5 Scotia Wealth Management TM is an innovative team-based approach to wealth management that addresses the entirety of your life your family, your business, your future one facet at a time. Together with your relationship manager, our Scotia Wealth Management specialists bring their 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.

6 The Spiess McGlade Team ScotiaMcLeod, a division of Scotia Capital Inc. Scotia Plaza 40 King Street West, 15th Floor Toronto, ON M5H 3Y RRSP spiessmcgladeteam@scotiawealth.com Registered trademark of The Bank of Nova Scotia, used under licence. Trademark of The Bank of Nova Scotia, used under licence. Scotia Wealth Management consists of a range of financial services provided by The Bank of Nova Scotia (Scotiabank ); The Bank of Nova Scotia Trust Company (Scotiatrust ); Private Investment Counsel, a service of 1832 Asset Management L.P.; 1832 Asset Management U.S. Inc.; Scotia Wealth Insurance Services Inc.; and ScotiaMcLeod, a division of Scotia Capital Inc. Private banking services are provided by The Bank of Nova Scotia. Estate and trust services are provided by The Bank of Nova Scotia Trust Company. Portfolio management and family office services are provided by 1832 Asset Management L.P. and 1832 Asset Management U.S. Inc. Insurance services are provided by Scotia Wealth Insurance Services Inc. Wealth advisory and brokerage services are provided by ScotiaMcLeod, a division of Scotia Capital Inc. International investment advisory services are provided by Scotia Capital Inc. Financial planning and advisory services are provided by Scotia Capital Inc. Scotia Capital Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Scotia Wealth Insurance Services Inc. is the insurance subsidiary of Scotia Capital Inc., a member of the Scotiabank group of companies. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Insurance Agents (Financial Security Advisors in Quebec) representing Scotia Wealth Insurance Services Inc.