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The Tucker Willson Group
Financial Planners |
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Our team of Investment Advisors has over 100 years of financial experience. This experience includes 2 Masters and one law degree, as well as business, economics and other degrees. In addition to the academic degrees, our team holds a number of industry specific designations including Financial Management Advisor, Personal Financial Planner, Canadian Securities Course, Options, Futures and Level II Life Insurance Advisor.
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Investment Philosophy and Process
It is not what you make, but what you keep that is important to our team of specialists. We take the long term approach when investing our assets, understanding that since it is hard to grow your wealth we must take great care of its growth and preservation. We feel that with the volatility in the market it pays to focus on the longer term planning aspects of portfolio construction including financial and retirement planning, tax minimization and asset allocation.
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Service Approach
Our long-term approach to investment planning also extends to our client relationships with an emphasis on building relationships for life. We've helped our clients implement and maintain customized plans that recognize their evolving financial situations, through one-on-one meetings, regular reviews, and ongoing personal advice. We draw on the depth of resources of ScotiaMcLeod and Scotiabank to offer a full range of financial services to our clients. We take the long term approach when investing your assets, understanding that since it is hard to grow your wealth we must take great care of its growth and preservation.
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Trusted Advice
We aim to be your first financial phone call : By using our team of specialists we can help you achieve your specific goals and objectives. We aim to provide you with the best quality service.
We are backed by a team of specialists within ScotiaMcLeod, as well as from Scotiabank and Scotia Private Client Group. This allows us to access the required expertise to provide our clients with a comprehensive financial strategy that addresses all of their needs and goals.
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Mailing Address
40 King St. W.
15th Floor, Scotia Plaza
Toronto ON M5H 3Y2
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Additional Team Members:
Kevin Carscadden
Wealth Advisor
(416) 945-4172
kevin_carscadden@scotiamcleod.com
Investment Associates
John Kaglik
(416) 945-4098
john_kaglik@scotiamcleod.com
Peter Bridgemohan
(416) 863-7671
peter_bridgemohan@scotiamcleod.com
Jana Williams
(416) 945-4880
jana_williams@scotiamcleod.com
Gillian Hart
(416) 863-7156
gillian_hart@scotiamcleod.com
Shane Dubin
(416) 862-3083
shane_dubin@scotiamcleod.com
Cori Niosi
(416) 862-5810
cori_niosi@scotiamcleod.com
Administrators
Sandra Tavares
(416) 945-4109
sandra_tavares@scotiamcleod.com
Jacob Coellar
(416) 945-6718
jacob_coellar@scotiamcleod.com
Jenny Ocampo
(416) 863-7324
jenny_ocampo@scotiamcleod.com
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Business Links:
ScotiaMcLeod is not responsible for external websites linked to from ScotiaMcLeod.com.
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All insurance products are sold through ScotiaMcLeod Financial Services (Ontario) Inc. ScotiaMcLeod Financial Services (Ontario) Inc. is an insurance subsidiary of Scotia Capital Inc., a member of the Scotiabank Group. When discussing Life Insurance Products, ScotiaMcLeod Financial Planners are acting as Life Underwriters representing ScotiaMcLeod Financial Services (Ontario) Inc. |
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(416) 862-3073
(888) 785-4777
(416) 863-2847
