As the old adage goes... “two heads are often better than one” – more complex financial concerns sometimes call for the involvement of key financial specialists. Where required our extended Team of Experts are available to provide insights on such topics as estate and legacy planning, asset & income protection, taxation, banking and borrowing needs, portfolio optimization and investment research.
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Gary Barker
Insurance Consultant
Gary has worked in the life and health insurance industry for 17 years and is an expert in such areas as asset and income protection, business risks management, living benefits, and legacy planning. Before joining ScotiaMcLeod Financial Services Inc., Gary was employed by one of the major life insurance companies an Executive Account Manager for British Columbia.
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Kathy Kushner
Senior Finanical Planning Consultant
With an extensive background in financial planning strategies, Kathy consults on complex financial issues involving retirement, taxation, estate and business succession planning. Kathy is a graduate of the University of Toronto with a degree in International Relations. She holds the Certified Financial Planner designation and is an active member of Advocis - the Financial Advisors Association as well as a volunteer with the Financial Planners Standards Council.
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Sharole McNiven
Private Banking Specialist
As a Private Banking Specialist at Scotiabank, Sharole consults on a variety of banking and lending matters including the Scotia Professional Plan - an exclusive Private Banking arrangement designed specifically for the benefit of educators and business professionals.
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Lisa Wilcox
Senior Wills & Estate Planner
Lisa has been with the Scotiabank Group and has worked in the financial industry since 1998. She is a graduate of the Bachelor of Laws program at Osgoode Hall Law School and the Bachelor of Arts program at the University of British Columbia. She is a candidate for the Personal Financial Planner designation, and the Member, Trust Institute designation from the Institute of Canadian Bankers.
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Barry LaValley, CSA
Founder & President
Barry LaValley is a leading authority on the life planning approach to financial planning. Barry is a twenty-four year financial services industry veteran and is a well-known speaker on retirement planning issues. Barry sits on the faculty of the Certified Senior Advisor program in Canada and proudly carries its CSA designation. Barry is a Special Consultant to ScotiaMcLeod on retirement lifestyle planning issues.
The Retirement Lifestyle Center
