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Scotia Wealth Management
White Rock

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ScotiaMcLeod

ScotiaMcLeod

Since 1921, we’ve been a trusted source of investment advice. As one of the cornerstones of Scotia Wealth Management, ScotiaMcLeod is committed to delivering personalized advice through a disciplined investment approach and a culture of professionalism and integrity.

Your Wealth Advisor will work with you to determine the right investment strategies to help you invest your hard-earned wealth today and for the future. It starts with learning all we can about your financial situation – your current profile, needs, concerns, risk tolerance, tax situation, time horizon, liquidity and return objectives. Our Wealth Advisors have the knowledge and flexibility to offer customized solutions for your wealth management need and goals.

Branch management

Mark has been in the financial services industry for over 37 years with most of those years in management and has seen the industry transform from traditional brokerage to full-service wealth management. As a Branch Manager, Mark is responsible for coaching, motivating, and recruiting highly successful professionals into his branch. He has been an active participant in various internal and industry committees responsible for setting strategic agendas nationally. Mark has served on IIROC’s Disciplinary Hearing Panel and has sat on the Manitoba District Counsel and the Pacific District Counsel of the Investment Industry Regulatory Organization.

ScotiaMcLeod®, a division of Scotia Capital Inc.

ScotiaMcLeod®, a division of Scotia Capital Inc.

Advisor teams

  • Toll-Free: +1 800.663.4278
  • Phone: 604.535.4709

Brian Coote, CIM, SIPC, PFP

Senior Wealth Advisor, Portfolio Manager

Mursal Rizae, BBA

Investment Associate

Rosa Yuan

Administrative Assistant

Jason Gill, CPA

Senior Total Wealth Planner

  • Phone: 604.535.4743

Dave Lee, CIM, CFP, FCSI

Senior Wealth Advisor

Janessa Johal, BBA

Administrative Assistant

Michelle Embree, CFP, RFRA

Total Wealth Planner

  • Phone: 604.535.4751

Brad Jackman, BA, FCSI®, CIM®

Senior Wealth Advisor

Rajan Dhot, BBA

Investment Associate

Olga Hrabovik

Administrative Associate

Christine Jackman

Business Development Associate

Tricia McIver

Business and Family Wealth Specialist

Michelle Embree, CFP, RFRA

Total Wealth Planner

  • Phone: 604.535.4729
  • Fax: 604.531.0227

Spencer Campbell, CFP, CIM, LLQP

Wealth Advisor

Angela Panareo

Administrative Associate

Aarti Lal, MBA (Finance), B.Comm.(Hons.)

Branch Administrator

Tricia McIver

Business and Family Wealth Specialist

  • Phone: 604.535.4721
  • Fax: 604.531.0227

Geoff Funke, B.A., B.Sc.

Senior Wealth Advisor

Jolene Funke, CIM, FCSI

Senior Wealth Advisor, Portfolio Manager

Ross Vender, HBA

Wealth Advisor

Nicole (Nikki) Needham

Senior Associate

Melissa Thrasher

Administrative Associate

Tricia McIver

Business and Family Wealth Specialist

Chase Chau, CPA, CFP

Senior Total Wealth Planner

  • Phone: 604.535.4750
  • Fax: 604.531.0227

Seraphina Wales, CFP, B.Comm., CIM

Senior Wealth Advisor, Portfolio Manager

Jennifer Taylor

Administrative Assistant

Tricia McIver

Business and Family Wealth Specialist

Chase Chau, CPA, CFP

Senior Total Wealth Planner

Yagiz (Yogi) Gundogdu, B.Eng.

Private Banker