Our team

Tricia McIver, CPA, CA, FEA, TEP, CFP

Business and Family Wealth Specialist

Tricia McIver

Tricia is a trusted and highly experienced consultant to accomplished business owners and affluent families on matters associated with transition and wealth. She helps guide families through the unique opportunities and challenges they may be facing in the areas of wealth, tax and estate planning, philanthropy, family governance and business succession planning by taking time to thoroughly understand specific goals and objectives.

When dealing with business owners, Tricia helps ensure that personal and business goals are aligned by examining the entire financial situation—including the interaction between family, business and ownership structures for today—and with a future transition in mind.

Business and family advisory services are provided by Scotia Capital Inc.