Darcy has worked in the financial services industry since 1998. Born in Charlottetown and raised on a farm in rural Prince Edward Island, Darcy graduated from Saint Mary’s University in Halifax in 1990 with a Bachelor of Commerce degree. He then completed his CA designation with Deloitte Touche LLP in 1992. After holding various accounting and business sector positions in Halifax, Darcy moved to Bridgewater in 1998 to begin his career with Scotia Wealth Management. Along with his CA designation, Darcy holds CFP (Certified Financial Planner) and CIM (Canadian Investment Manager) designations. He is also a Portfolio Manager , which allows him to provide discretionary and non-discretionary investment services.
Wanda has been a part of the Bank of Nova Scotia family since 1976. She worked for the Bridgewater Plaza Branch of Scotiabank for over 16 years before transferring to ScotiaMcLeod in September 1998. She and Darcy have been a team for 20 years. Wanda has completed the Canadian Securities Course and the Conduct & Practices course to earn the title of Administrative Associate. In 2012, Wanda celebrated a milestone in her career by achieving a total of 30 years of service with Scotiabank.
Wanda and her husband David are lifelong residents of the South Shore. Their son and his wife live close by, and have given Wanda and David the gift of two adorable grandsons. Wanda is at her happiest when she is spending time with her family, is outside gardening and walking or is reading a good book. She volunteers with Special Olympics and the New Germany and Area Lions Club.
Christy provides guidance and solutions to meet clients’ estate, trust and philanthropic needs.
Clients benefit from customized tax-efficient strategies that align their investment, retirement, philanthropic and estate plans to help ensure financial well-being into the next generation. Christy draws upon several years of experience at a local mid-size firm specializing in the areas of wills and estates law, litigation and banking law.
Estate and trust services are provided by The Bank of Nova Scotia Trust Company.
Jamie is engaged in the development of your highly customized and comprehensive financial plan- the true foundation of your experience and the measure of future success. As part of this planning process, Jamie explores relevant financial, retirement, tax, will and estate strategies. He has extensive experience providing financial planning advice to clients with complex and sophisticated needs and goals.
Financial planning and advisory services are provided by Scotia Capital Inc.
Colin joined in January, 2000 bringing with him years of experience in the estate planning and financial services industry, including experience in comprehensive life, pension, and distributor support.
Prior to joining Scotia Wealth Management, Colin was an independent insurance professional and a specialist in the group and pension benefits area of one of Canada’s leading insurance companies.
Colin thoroughly evaluates your needs and identifies any gaps in protection coverage. He performs a complete analysis of your objectives and audits your current coverage to develop strategic insurance-based solutions to meet your short-term and long-term goals. He demonstrates how these solutions can enhance your overall financial strategy.
Insurance services are provided by Scotia Wealth Insurance Services Inc.
As our Private Banking specialist, Kenny delivers personalized strategies to meet the unique borrowing and transactional requirements of our clients.
By devoting the expert resources required to provide a high level of service, Kenny is able to assist clients in taking advantage of customized lending solutions to meet their financial goals.
Private banking services are provided by The Bank of Nova Scotia.