About us

Private wealth management team

About Us

We are a team of seasoned multi-disciplinary investment and wealth management professionals who believe in building client relationships based on discretion, trust, sensitivity and a strong sense of shared purpose.

Supported by a powerful range of portfolio advisory and other services available through Scotia Wealth Management and Scotiabank, we are deliberately compact, accessible and responsive.

Financial planning is central to our approach. For us, financial planning includes more than financial and investment management – important though they are.

Financial planning is a gateway to what we call Total Wealth Management, a process embracing banking, investment management, tax, insurance, will, estate and retirement planning, inter-generational wealth transfer, and more.

All are connected and no complete wealth building strategy can afford to ignore them.

Will Wood

Senior Wealth Advisor,
Director, Wealth Management

Diane Kajaste

Senior Associate

Jill Smith

Senior Financial Planning Consultant
The Bank of Nova Scotia