Kevin Greenard CPA, CA, FMA, CFP, CIM

Portfolio Manager and Director, Wealth Management (250) 389-2138

The following designations highlight Kevin’s distinguished academic focus on all forms of wealth management:

  • Chartered Professional Account (CPA)
  • Chartered Accountant (CA)
  • Portfolio Manager
  • Financial Management Advisor (FMA)
  • Certified Financial Planner (CFP)
  • Professional Financial Planner (PFP)
  • Canadian Investment Manager (CIM)

Kevin also provides access to a full team of professionals, including internal members within ScotiaMcLeod and the Scotiabank group along with external professionals, such as our clients’ lawyers and accountants. Kevin is featured bi-weekly in the Times Colonist under “The Greenard Index” where his column focuses on topics that matters most for your investments. He has also been a frequent guest speaker on local radio shows, as well as expert commentary for national television news. While Kevin has been a keen traveller in his younger years with over 60 countries stamped in his passport, his focus is now on raising his young family and is actively involved pursuing many sporting activities such as cycling and swimming with the children. Kevin is also committed to volunteering at various community non-profit organizations. Kevin’s other passions include playing golf, fishing and spending time with friends and family. Kevin is focused and committed to delivering results for your investment portfolio!

Trusted Client Care

Ian Wheatley

Senior Associate 250-389-2155

Ian has worked in the financial service industry for many years and understands what top client service means. He works every day to deliver this experience to our clients. While Ian has two young kids at home that always have him on the go, he does find time to continue his other passions which include playing violin and viola and keeping fit by playing soccer once a week.

Terry Greenard, B.A. Hons

Administrative Associate (250) 389-2165

Terry firmly believes the focus of business is going the extra mile in delivering top notch services. Terry is dedicated to the pursuit of excellence in both her work and her family life and enjoys spending time with her family on camping and fishing trips, gourmet cooking, playing with the “kidlets,” her two grandchildren.

Geoff Cooke

Administrative Associate (250) 389-2149

Geoff is originally from Toronto but has been on the West coast long enough to call it home. He graduated from the University of Victoria with a degree in Classics, but his passion for business and finance brought him to Scotia Wealth Management 4 years ago. With his strong background in customer and financial services, Geoff is able help our clients with exceptional service and expertise. Away from the office Geoff enjoys golfing, skiing and taking in Vancouver Island’s long winding roads on his motorcycle.

Specialized Team of Experts

Joseph Taylor

Senior Will and Estate Planner Scotia Private Client Group

Joseph is responsible for providing advice and guidance to Scotiatrust clients for their will and estate planning strategies. He brings a holistic approach to his clients’ situation, using his expertise to guide them towards the estate plan which best suits their circumstances. He has been with the Scotiabank Group since July 2005 and has over thirty years of estate planning experience. Joseph holds the Member, Trust Institute designation and has completed the Canadian Securities Course, through the Canadian Securities Institute. He is also a member of the Victoria Estate Planning Council. Joseph remains active in his community as a volunteer for the Partners with Youth Campaign through the YMCA of Victoria.

Laurie Palmer, STI

Manager Scotia Private Client Group

Laurie is responsible for managing the delivery of products and services offered by Estate and Trust services. She has been with the Scotiabank Group since 1994 and has worked in the financial industry since 1977. Her previous role as Senior Trust Officer provides her with a solid understanding of the trust services offered through the Bank. Laurie has completed the Canadian Securities Course through the Canadian Securities Institute and holds the Specialist, Trust Institute diploma. Laurie is active in her community as a member of the Victoria Estate Planning Council.

Jessica Chou BCom (Hons), CPA, CA, CPA (Washington)

Senior Financial Planning Consultant

Jessica has over 11 years of experience in providing customized solutions to clients with sophisticated and unique needs. Using a disciplined and analytical process, Jessica will work with you and the team to explore all relevant components of your financial picture in order to create a comprehensive strategy to achieve your financial objectives.

Nancy Kemble, CFP

Senior Financial Planning Consultant

Nancy has extensive experience providing financial and estate planning advice to clients with complex and sophisticated needs and goals. She draws on the breadth of expertise that she has developed over more than 25 years working as a financial planning practitioner. Nancy holds the Certified Financial Planner designation from the Financial Planning Standards Council Through the Canadian Securities Institute; she has completed the Branch Managers’ designation, Canadian Securities Course and Personal Financial Planning course. Nancy is a member of the Insurance Counsel of British Columbia and holds a Life and Accident & Sickness Insurance License.

Susan-Lee Haliburda

Insurance Consultant

Susan-Lee has over 23 years of insurance industry experience. She believes that to provide the right insurance solutions for her affluent clients, she must listen closely to their needs with the goal of addressing today’s concerns and possible future issues. Her focus is on providing peace of mind and to offer client focused solutions for preserving and protecting wealth.

Shane Jones

Chief Investment Officer

Shane Jones has been in the banking business for 30 years. He is ScotiaMcLeod’s Chief Investment Officer and Co-Head of the Portfolio Advisory Group. He brings a strategic mind-set to portfolio management; he has a proven track record as a Portfolio Manager in one of Canada’s largest Mutual Funds. Shane has been referred to as one of Canada’s leading experts on the Canadian Banking Sector and maintains solid relationships with the sector’s leaders and innovators.

Tricia McIver CPA CA FEA TEP CFP

Business and Family Wealth Specialist

Tricia is a trusted team member who works with our business owners and affluent investors on the matters and challenges associated with their success and wealth. Areas of expertise include advanced tax planning, business transaction planning and corporate estate planning. Tricia works with our clients to address the unique planning needs of individuals with complex personal and business structures. Tricia’s approach involves exploring business and family continuity, contingency, financial security and legacy goals. Involving Tricia in meetings results in a highly tailored comprehensive strategic roadmap.

G.R. (Gary) Laxon, MBA, CFP, FICB

Private Banking

Gary and his team are responsible for managing relationships with clients who value convenience, personalized service and customized financial solutions. He has worked in the financial services industry since 1985. Gary has obtained the Master of Business Administration degree at Dalhousie University. In addition he holds the Certified Financial Planner and the Fellow of the Institute of Canadian Bankers designations and has completed the Canadian Securities Course through the Canadian Securities Institute. He is active within his community as a Cabinet Member of the Business Laureates of British Columbia Hall of Fame and is a regional fundraising champion for Scotiabank in support of the Juvenile Diabetes Research Foundation.