Our reputation of integrity, professionalism and personalized service has been built one client at a time. You will benefit from a team that has been together for many years. Our consistent approach, experience and results help you achieve peace of mind.

John N. Nelson, CIM, FCSI — Director, Wealth Mangagement, Portfolio Manager

Beginning in ScotiaMcLeod’s downtown Vancouver office, and now working out of the South Granville branch, John has been providing personalized wealth management services to private investors, businesses, and charitable organizations since 1992.

Committed to ongoing education and professional development, John has attained the designations of Certified Investment Manager, Fellow of the Canadian Securities Institute, Senior Wealth Advisor, Portfolio Manager and Director, Wealth Management.

In 2005, John was one of 25 advisors selected nationally to pilot ScotiaMcLeod’s Managed Portfolio Program. As a licensed portfolio manager, he is able to make investment decisions with discretion on his client’s behalf.  This designation was awarded based on John’s sound business ethics, proven investment management and his commitment to continued education.   

Whether you are seeking discretionary portfolio management or a collaborative investment strategy, John and his team represent the highest standard of service and expertise in the investment industry.

Patrick Moroz, BA, CIM, FCSI   — Investment Associate
Patrick began his career with ScotiaMcLeod in 1998 and his partnership with John Nelson in 2001.  Licensed as a Registered Representative, Patrick holds the Canadian Investment Manager designation, is a Fellow of the Canadian Securities Institute, has completed the Professional Financial Planning course and holds a Bachelor of Arts degree from the University of Saskatchewan.  He was one of the first candidates for ScotiaMcLeod’s industry leading Investment Associate training program.

Patrick’s commitment to client service and his focus on operational management make him a key part of John Nelson’s team. He draws on 13 years industry experience to provide due diligence and attention to detail to ensure each client’s needs are met.  

Ally English, BA — Administrative Assistant

Ally is a graduate from Simon Fraser University, recipient of a Bachelor of Arts degree with a major in Economics. She started in the financial industry in 2010 at the retail banking level and joined ScotiaMcLeod in April 2011. Ally has a great deal of client service experience and is dedicated to meeting client needs and building lasting relationships.

Our Extended Team

Gary Barker, CFP, CLU — Senior Advisor, ScotiaMcLeod Financial Services Inc.

Gary has a wide range of business experience, both within and outside the financial services industry. Over the last 17 years, Gary has held advisory and management positions within various industries including both the investment and insurance industries. Before joining ScotiaMcLeod, he worked for a major life insurance company in Canada as the Executive Account Manager for British Columbia.

Jamie Wilson — Senior Advisor, ScotiaMcLeod Financial Services Inc.

Jamie has a wide range of business experience, both within and outside the financial services Industry. Jamie joined ScotiaMcLeod and the BC Insurance team in 2003, but began working in the financial services industry in 2001, including two years experience as an independent advisor at a major financial services firm.

Kathy Kushner, CFP, PFP  — Senior Financial Planning Consultant

Kathy is a graduate of the University of Toronto with a degree in International Relations. She holds the Certified Financial Planner and the Personal Financial Planning designations, as well as, the Canadian Securities Course and the LLQP (Life Insurance). Kathy is an active member of Advocis – the Financial Advisors Association as well as a volunteer with the Financial Planners Standards Council.