Province Licensed In: New Brunswick
John De Vincenzi
Whether you’re looking for personal wealth management for yourself, your family or your business, we have the knowledge and expertise to help you achieve your goals. We are backed by the extensive resources of RBC Dominion Securities, RBC Royal Bank and our wealth management partners.
We help navigate our clients through the challenges of retirement planning, estate planning, pension transfers and education savings. We work together to create a personalized financial plan today, which puts you in the best position to succeed in retirement.
Christopher MacRae, CFA, CFP
We help affluent families discover and achieve what is truly important to them.
For more than 20 years, Mike and his team have worked with individuals, families and institutions to preserve and grow their wealth in a prudent and responsible manner. We take a comprehensive approach to wealth management; one that is responsive to our clients’ needs and reflects their beliefs and ethics. The result is a wealth management philosophy that provides our clients with the comfort they seek and the income they need.
Our clients understand the need to provide for their goals today, but also see the importance in considering the next generation when it comes to managing their wealth. Whether it’s providing for loved ones or the charitable causes dear to them, our clients can be confident their wealth management plan ensures the legacy they want to leave
Kimberly believes that successful wealth management begins with helping clients to understand their goals, not just in financial terms, but in life terms. Her primary objective is to build long-term wealth for her clients. To this end, she builds her clients financial plans and investment strategies aligned with their values to put them on a path to achieving their goals and finding financial security. Risk management through responsible investment is an integral part of her investment philosophy.
Kimberly has over 15 years of experience in finance and economic policy. Prior to joining Scotia Wealth Management, she spent almost ten years at the International Monetary Fund where she advised countries on policies to foster economic and financial stability. Notably, she served as Senior Advisor to the Executive Director for Canada, Ireland, and the Caribbean, in which capacity she contributed to Canada’s global policy leadership. Kimberly also worked for several years at the Bank of Canada where she was the senior economist working on the United States at the height of the financial crisis. She holds a Master of Arts in economics from Queen’s University and a Bachelor of Commerce, Honours Economics (First Class) from Saint Mary’s University.
We have been helping families, professionals, business owners and organizations manage their wealth for over 30 years. Our mission is to help investors achieve what matters to them most. Throughout his career, Dave Morgan has been dedicated to educating clients and the public on the importance of investment and financial planning and having a complete wealth strategy. Our clients recognize the value of having this kind of comprehensive plan for managing their wealth and having someone experienced to bring it all together. This all adds up to an overall level of comfort and peace of mind for you.