Paul is a Portfolio Manager and Associate Director, Wealth Management at Scotia Wealth Management. Paul’s team-based approach to wealth management provides affluent families, professionals and business owner’s resolution to life’s complex financial challenges. As a Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) with 23 years of experience in the financial services industry, Paul has gained a keen understanding of the financial marketplace, and most importantly, how to make it work for the benefit of his clients. Licenced as a discretionary Portfolio Manager, Paul builds investment portfolios based on intensive research and due diligence only after fully understanding a client’s risk tolerance and personal goals. When not meeting clients or analyzing stocks, Paul enjoys an active lifestyle engaging in squash, yoga, hiking, fly-fishing and skiing in the great BC outdoors. Along with his wife and two children, he also supports many charities including Power To Be, Victoria Hospice, Canadian Cancer Society and The War Amps.
Janice has been active in financial services for over 15 years, and became a licensed representative in 1986. Working closely with Paul, Janice handles clients’ inquiries, maintains and updates administrative reports, and arranges for client meetings and consultations. While she enjoys her role as an Associate, helping clients is her favorite component. As the initial point of contact on the team, Janice’s has expert insight on providing thoughtful solutions to complex issues as they arise.
Dakota is a co-op student currently pursuing a Bachelor of Commerce degree at the University of Victoria’s Gustavson School of Business. A recent addition to our team, Dakota provides support to Paul through assisting with administrative tasks, overseeing digital marketing, and generating growth for Holmes Portfolio Management. In addition to this, Dakota will be organizing multiple client events this summer and looks forward to being a representative of Paul’s team.
Patrick is responsible for providing advice and guidance to clients for will and estate planning strategies, ensuring that personal, philanthropic, financial and estate objectives are met.
Patrick holds a Bachelor of Arts (Honours) in Economics from Simon Fraser University, and subsequently completed his articles in Vancouver, BC to become a Chartered Professional Accountant. Patrick has also completed CPA Canada’s In-Depth Income Tax Course, and obtained the Trust and Estate Practitioner designation in 2015.
In addition to being a member of CPA Canada, Patrick is a member of the Canadian Tax Foundation and the Victoria Estate Planning Council.
Estate and trust services are provided by The Bank of Nova Scotia Trust Company.
Dee is engaged in the development of your highly customized and comprehensive financial plan- the true foundation of your experience and the measure of future success. As part of this planning process, Dee explores relevant financial, retirement, tax, will and estate strategies. She has extensive experience providing financial planning advice to clients with complex and sophisticated needs and goals. Dee draws on the breadth of expertise that she has developed since entering the financial sector in 2003.
Dee is a Certified Financial Planner and has earned the Chartered Life Underwriter. The CLU is Canada’s premier wealth transfer and estate planning designation. Throughout her career, she has managed a large team of financial planners and has been a guest speaker on the topics of philanthropy, estate, and financial planning. Dee has served on the boards of
the Greater Victoria Chamber of Commerce and the local chapter of CAFÉ, the Canadian Association of Family Enterprise.
Financial planning and advisory services are provided by Scotia Capital Inc.
Susan-Lee joined Scotia Wealth Management in 2013 bringing with her over 20 years of experience in the insurance industry including running her own practice specializing in estate planning. She now works alongside Scotia Wealth Management Advisors strategizing to help build and protect client’s wealth using tax-exempt insurance based strategies. Advisors and their clients, along with their accountants and tax consultants have come to value Susan Lee’s expertise and advice as a recognised specialist on insurance-based wealth enhancement and protection. Susan-Lee knows that in order to provide the right solution she must star with a complete financial plan.
Insurance services are provided by Scotia Wealth Insurance Services Inc.
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.