Michelle Heaphy

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Michelle Heaphy

Private Banking Director and Team Lead, ScotiaWealth
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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.

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Session: Women, Wealth and Wisdom

Learn when to consider the various aspects of your financial plan and how to access resources that will ensure the success of your vision.