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Having studied at HEC Montreal, Frederic joined Scotia Wealth Management in 2021 and in a role to support clients with their daily operations, helping the process of portfolio management. Energetic and motivated, he is responsible for investment account opening, assuring the compliance of client accounts, analyzing portfolio reports, and various day-to-day operations. Frederic has completed the Canadian Securities Course and investment representative training. Passionate about the culinary culture, he has previously worked in some of the most recognized institutions in the world, notably in Japan and France.

ScotiaMcLeod®, a division of Scotia Capital Inc.

As a Private Banker, I take great pride in building strong, long-lasting relationships with my clients and treating their needs as if they were my own.

With over 15 years of financial services industry experience, I am recognized as a leader in wealth management for ultra-high-net-worth families. I take the time to truly get to know my client’s and their families so I can create customized solutions for their wealth needs, while servicing their day-to-day banking requirements. With my financial knowledge and credit expertise, I help my clients grow their wealth by strategically accessing capital using leverage so they can take advantage of investment opportunities.

My academic background includes a Bachelor of Commerce degree, with a major in management, from Concordia University. I have completed my Financial Planner’s designation from the Financial Planning Institute of Quebec. I am currently working towards obtaining my MBA to allow me to grow my knowledge and service offering even further.

During my free time I am an active member of AHEPA, worldwide organization that promotes Hellenism, philanthropy, education and family. I also enjoy golf, exotic cars and international travel.

Private Banking, The Bank of Nova Scotia

As a Senior Manager in Total Wealth Solutions, Carl is responsible for guiding our clients through our Total Wealth process, which begins with a thoughtful consideration of their entire financial picture, immediate needs, and goals for the future. With a clear understanding of our clients’ unique financial situation, Carl collaborates with our team of financial planners and specialists to develop a customized Total Wealth Plan that is comprehensive, forward-looking, and tailored to help each client reach their financial goals. Through an evolving Total Wealth Plan, Carl works with our clients to help them achieve future success – as they define it.

As part of this process, Carl explores relevant financial, retirement, tax, will and estate strategies. He has experience providing financial advice to clients with complex and sophisticated needs and goals. Carl brings over 10 years of experience in accounting and tax from the accounting industry. Carl is a Chartered Professional Accountant (CPA, CA) with a background in personal and corporate income tax compliance and planning. He has completed a Masters in Tax Law at HEC Montreal and also holds a Bachelor in accounting from UQAM.

Financial planning and advisory services are provided by Scotia Capital Inc.