Senior Vice President, Private Banking
CurrentMy career has largely been based in Toronto, with Regional and National accountabilities, including regional leadership for Commercial Banking in Southwestern Ontario and National leadership for Private Banking.Today I lead a team of around 600 that manages Scotia Wealth Management’s Private Banking business in Canada. My management team is organized into Regional Sales Leaders who manage our Private Banking teams, a team of Credit Structuring Specialists and a broad, cross-functional group that provides Business Management and Operational Support to our national team. In Private Banking we offer strategic borrowing solutions, customized banking support and leading-edge concierge and travel management. Some affluent investors borrow to invest as part of a comprehensive wealth management strategy. Tailored credit strategies, an industry-leading lending platform and specialized expertise are where we differentiate most. I believe a wealth management strategy is incomplete without a credit strategist. Lending for investment purposes is a core competency of our Private Banking teams, including ways to mitigate the risks associated with borrowing. Having a credit facility against any combination of wealth holdings means you can act quickly and easily to take advantage of investment opportunities, without unnecessary trade-offs. Speed and ease of doing business are an advantage. We place a heavy emphasis on being responsive, working with a sense of urgency to prioritize your needs. You can transact with confidence, meaning fewer delays or challenges, strong connection and collaboration with your other advisors and more time to do what you want.