Winnie L. Go — Portfolio Manager, director, Wealth Management
Winnie, a Portfolio Manager and Senior Wealth Advisor, started in the business in 1995. She has a degree in Political Science from the University of Toronto. She is designated as a Canadian Investment Manager (CIM), Financial Management Advisor (FMA) and Retirement Strategist (RS). Winnie is also well versed in various insurance needs of her clients and has been Insurance licensed since 2002. Worthwhile goals take time and planning to reach. To bring her clients' long-term goals closer, Winnie helps them analyze their current financial situation and create a consolidated, cohesive financial strategy.
Over time, she works with them to implement strategies to take care of their investment, income and asset protection, will and estate planning, banking, and borrowing needs. On a regular basis, Winnie will review the progress her clients are making towards their goals and make whatever adjustments are required to their overall plan.
Ariful Sheikh — SENIOR Associate
John Michael Durrant — Associate Director
Jim Stevenson — Associate Director
Maddy Marchese — Advisor
John Michael, Jim and Maddy joined ScotiaMcLeod as a team in 2002. Combined they have almost 40 years of insurance industry experience, at Scotia Wealth Insurance Services Inc. and other bank-owned firms. John Michael holds an honours Bachelor of Arts and Jim holds a Bachelor of Business Administration; both are life licensed in Ontario. John Michael also has his life license for Alberta and New Brunswick. Maddy, is currently working towards obtaining her Certified Financial Planner designation and is fully life licensed in Ontario
Eugenia Ngiam — Private Banker
Eugenia is responsible for managing banking relationships at Scotia Private Banking. She has been with the Scotiabank Group since 2001. She has worked in the financial industry since 1994 and in the wealth management area since 1998.
Eugenia is an honours graduate of the Bachelor of Accountancy program from the University of Singapore. She holds the Certified Internal Auditor designation and has completed the Canadian Securities Course and the Professional Financial Planning Course, through the Canadian Securities Institute.
Eugenia is fluent and English and Mandarin.
Scotia Wealth Management is a highly customized and comprehensive group of related services, including private banking, estate and trust, and a broad range of investment services. Through a dedicated Relationship Manager, clients will receive objective advice and financial solutions tailored to their personal situation. Experts in their own right, these managers are supported by a team of specialist on client's financial priorities.
As the private banking specialists within Scotia Wealth Management, our team of Private Bankers aim to deliver a high level of service in a proactive and timely manner. This is achieved by ensuring a complete understanding of clients' unique banking requirements. By devoting the expert resources required to deliver a high level of service, we are able to assist clients in meeting their financial goals. Scotia Wealth Management specialists are a part of the Scotiabank Group worldwide network, which provides financial solutions and individual attention for clients across the country and around the globe.
All insurance products are sold
through Scotia Wealth Insurance Services Inc., the insurance subsidiary of
Scotia Capital Inc., a member of the Scotiabank Group. When discussing life
insurance products, ScotiaMcLeod advisors are acting as Insurance Advisors
(Financial Security Advisors in Quebec) representing Scotia Wealth Insurance