Skip to content
Scotia Wealth Management

Home

Welcome

Trust, integrity, and honesty. This is our promise to you to ensure the highest level of client service and comprehensive financial planning.

We believe financial success results from a disciplined, systematic, and thoughtful process. Through clear and consistent communication, we will make the right choices to help you achieve your future wealth goals.

As your trusted advisory team, we leverage an industry-leading team of highly qualified specialists, thorough industry knowledge, and exemplary investment strategies to go the extra mile for you.

About Scotia Wealth Management

Meet our team

We work with you to determine the right investment strategies to help you invest your hard-earned wealth today and for the future.

James Browne, CIM Wealth Advisor

Born and raised in Toronto, James has called BC his home for over a decade. He additionally carries a decade of financial services industry experience alongside a number of industry accreditations, including the Chartered Investment Manager (CIM) and life insurance license. James is a graduate of the University of British Columbia with a BA alongside a Masters of Management from the Sauder School of Business at UBC. Jamie is a self-motivated and results-driven leader who prides himself on being available and accessible to clients who need advice and support. Outside of his profession, James is passionate about the outdoors, pursuing skiing, mountain biking, fly fishing, camping and boating. He also cherishes spending time at the cabin alongside his wife, Christina, his three brothers, parents, extended family, and friends.

ScotiaMcLeod®, a division of Scotia Capital Inc.

Anthony Windeyer

Anthony has worked in financial planning for over 20 years. This broad understanding of financial planning products and strategies combined with his many years of experience allows him to seamlessly integrate insurance product solutions that greatly enhance clients overall financial situation.

Anthony believes that helping our clients with their insurance needs is a sacred trust.

His goal is to always provide our clients the very best in the way of advice, service, and insurance related product solutions, available anywhere in the financial services industry today.

Insurance services are provided by Scotia Wealth Insurance Services Inc.

Monique Trépanier

Monique is responsible for providing estate planning guidance to Estate and Trust clients. Prior to joining Scotia Wealth Management, she practiced law for several years at a large firm in Vancouver, specializing in the areas of wills and estates law, charity law and corporate commercial law. Monique is focused on helping affluent clients build, preserve and transfer their wealth. She creates integrated wealth management solutions that incorporate investment management, estate and trust services and private banking.

Estate and trust services are provided by The Bank of Nova Scotia Trust Company.

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 & 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.

As a Total Wealth Planner, Fan is responsible for guiding our clients through our Total Wealth Planning process, which begins with a thoughtful consideration of their entire financial picture, immediate needs, and goals for the future. With a clear understanding of our clients’ unique financial situation, Fan collaborates with our team of specialists to develop a customized Total Wealth Plan that is comprehensive, forward-looking, and tailored to help each client reach their financial goals. Through an evolving Total Wealth Plan, Fan works with our clients to help them achieve future success – as they define it.

Prior to joining Scotia Wealth, she was a tax manager with an international accounting firm. Her practice included corporate and personal tax planning, estate planning, succession planning, corporate reorganization, and CRA appeal work. Fan obtained the Master of Business Administration (MBA) degree from Royal Roads University. In addition to this, she holds the Chartered Professional Accountant (CPA, CGA) designation and has successfully completed the CICA In-Depth Tax course. Fan is currently pursing the Trust and Estate Practitioner (TEP) designation. Fan is also fluent in Mandarin. In her free time, Fan volunteers with CPA BC and other non-profit organizations.

Financial planning and advisory services are provided by Scotia Capital Inc.

Our services

couple walking on the beach

We focus on providing wealth management solutions in addition to our core investment management services.

We have a disciplined philosophy and process rooted in real world knowledge and experience with outcomes designed to stand the test of time and markets.

Total Wealth Planning

Total Wealth Planning is more than generating a basic financial plan. It begins with gaining a deep understanding of your entire financial picture, your immediate needs and your goals for the future. Working together with our team of specialists, who offer fresh perspectives and can help discover new possibilities, your Wealth Advisor will act as your financial partner, to help you navigate your Total Wealth Plan that will guide your financial decisions and evolve as life changes. This process of developing your Total Wealth Plan can help you realize your dreams and achieve future success, however you define it.

Services at a glance

Total Wealth Planning

From Scotia Capital Inc.
  • Help identify life priorities
  • Facilitate collaboration among team of specialists
  • Propose strategies aligned to goals and each other
  • Design integrated roadmap to structure, protect, transfer and enhance wealth

Investment Management

From ScotiaMcLeod,® a division of Scotia Capital Inc.
  • Managing investments with advice and solutions
  • Diversification and portfolio balancing
  • Risk analysis
  • Market research

Insurance Solutions

From Scotia Wealth Insurance Services Inc.
  • Risk management
  • Wealth optimization
  • Tax-efficient strategies
  • Asset diversification
  • Family legacy resolution

Estate and Trust Services

From Scotiatrust,® The Bank of Nova Scotia Trust Company
  • Will and estate planning
  • Philanthropic advisory services
  • Trust management
  • Leaving a legacy

Private Banking

From Private Banking, The Bank of Nova Scotia
  • Strategic borrowing solutions
  • Transactional banking support Leading-edge concierge and travel management service
  • Personalized, customized and attentive service

Business and Family

Advisory Services From Scotia Capital Inc.
  • Business transition planning
  • Contingency planning
  • Inter-generational wealth planning
  • Family governance and strategies

Latest news

Seven steps to improve your financial health now

— Scotia Wealth Management

Written by Andrea Reierson
March 28, 2024

When you think about your health, what comes to mind? For many of us, physical and mental health is top of mind, but what about financial wellness?

Research shows that physical and financial health are closely connected, and how individuals feel about their financial situation can impact their physical and mental wellbeing.

Financial wellness is defined by your relationship with money. It’s more than the numbers that show how your investments are performing. It’s the ability to meet your financial needs today comfortably, a feeling of security about your future, and the freedom to make choices that allow you to enjoy your life now and in the future.

Specifically, your financial wellness can be impacted by the following factors:

  • Whether you have a plan to meet short- and long-term goals
  • Ability to cover costs related to unexpected life events
  • Control over day-to-day and month-to-month expenses
  • Ability to borrow what you need and understand/manage your debt
  • Access to the information necessary to make sound financial decisions
  • Peace of mind that future generations are taken care of

Read more

View all latest news Resources

Contact us