As a Private Banking Director and Team Lead, I’m responsible for managing our clients’ credit requirements and overseeing delivery of their day-to-day banking needs. My financial services career began in 1983, including several years in the U.S., and I have worked at Scotiabank since 2006. Before joining Private Banking, I held positions at the Bank within Global Transaction Banking, Global Risk Management and Corporate Banking Canada.
My clients benefit from my 30+ years of diverse industry experience in areas like portfolio management, institutional money market trading, foreign exchange sales, capital markets documentation and cash management. I draw on this extensive experience and financial acumen to create innovative financial solutions for my clients, providing them with customized credit strategies to help grow their wealth.
I lead a high-performing team who is committed to providing the highest level of service to our clients. I also have a strong network of specialists whom I can call on to help ensure all your financial requirements are met. As part of my commitment to continuous learning, I have completed a wide range of industry courses and am currently enrolled in the Certified Financial Planner program.
Session: Mapping your Wealth Planning Journey
Mapping you’re your Wealth Planning Journey ensures you know where you are, how you got here, and gives you space to decide what and who are important to you, so you can then work towards current and future goals with a clear sightline on your WHY. With this information, you can create a financial plan, or simply have a picture of what free cash flow you can put towards debt repayment, savings and long-term investing.
My advice for Summit attendees
Coming soon