For more than three decades, I have been helping generations of families strategically grow their wealth, plan for business succession, and manage discretionary assets.
Through consultative (and highly customized) relationships with clients, I have been able to build trust and provide a solid understanding of many financial matters. Read More…
Dedicated to a friendly, courteous, and efficient client experience, Jonathan is always available to provide timely administrative solutions and support. Joining ScotiaMcLeod in 2015, he brings with him over 5 years’ experience in the financial industry and over 11 years’ experience with customer service and client satisfaction.
Kerri’s contribution to our Scotia Wealth Management team is in the area of Estate and Trust Planning. As our Estate and Trust Consultant, Kerri draws on her legal background to provide tailored estate planning solutions to a wide range of clients. Kerri has significant past experience assisting clients with business succession and intergenerational wealth transfers. Prior to joining Scotiabank, Kerri spent 12 years in private practice. She graduated with a Bachelor of Science Honors Degree from Acadia University in 2001, and a Law Degree from the University of New Brunswick in 2004. Kerri is a member of the Prince Edward Island Law Society, as well as the Nova Scotia Barristers Society.
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 and was appointed Vice President and Senior Portfolio Manager, Canadian Equities in 2004.
Dean 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 10 years in the financial sector. Dean is a graduate of the Bachelor of Arts program at the University of New Brunswick.
Bernadette has been in the financial service industry since 1991. She has worked in various roles within the Corporate and Syndicated Loans department dealing with a diverse group of corporate clients from various sectors. For the past 15 years Bernadette has been in Commercial Banking working with Mid-Size Corporations in New Brunswick and Prince Edward Island. As your Private Banker, Bernadette will provide credit solutions to ensure your financial goals are aligned with your personal goals and objectives