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Ben joined the Scotia Wealth Management team in October of 2020. Ben is just starting his career in the financial industry. As a Senior Associate, Ben aims to provide excellent customer service for clients and has a goal to eventually become an Advisor. He graduated with an Economics degree from the University of Saskatchewan, and has completed his Canadian Securities Course, Conduct and Practices Handbook, and Wealth Management Essentials course.

Ben enjoys spending time with his family and girlfriend, going on bike rides, rock climbing and also participating in Rec sports leagues.

ScotiaMcLeod®, a division of Scotia Capital Inc.

Rylan was previously a Financial Advisor with Scotiabank Retail Banking. He joined the Scotia Wealth Management team in June of 2022. Rylan began his career in the finance industry with Scotiabank in 2014 and has enjoyed building lasting relationships with his clients and colleagues. Rylan felt his passion for investments grow while identifying opportunities and solutions for his respective clientele. Thus, prompting the transition to Scotia Wealth Management.

In his spare time, Rylan enjoys making music, spending time with family and friends, snowboarding, golfing, going to the movies, and spending weekends at the lake.

ScotiaMcLeod®, a division of Scotia Capital Inc.

As a Total Wealth Planner, Misty is responsible for guiding our clients through our Total Wealth Planning 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, Misty collaborates with our team of 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, Misty works with our clients to help them achieve future success – as they define it.

As part of this process, Misty explores relevant financial, retirement, tax, and estate strategies. Misty joined the financial industry in 1988 and has extensive experience providing advice to business, agriculture, and personal clients. She holds a Bachelor of Commerce from the University of Saskatchewan with majors in Marketing, General Business and Quantitative Analysis. She has accreditations as a Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU) and she is a Fellow of the Canadian Securities Institute (FCSI) and a Trust & Estate Practitioner (TEP). Most recently, Misty received the prestigious Family Enterprise Advisor designation (FEA) through Family Enterprise Canada in collaboration with Alberta School of Business, Ivey Business School, and Sauder School of Business.

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

D-Nay joined Scotia Wealth Management in April 2002, after earning her Bachelor of Commerce degree, with a major in finance. Additionally, D-Nay is a Certified Financial Planner and has earned her life license designation. With over 10 years experience in the insurance industry, D-Nay has a farming background and, as a result of having worked through the farm succession process with her family, she brings a unique perspective to the challenging issue of businesses in transition.

Insurance services are provided by Scotia Wealth Insurance Services Inc.

As a Senior Private Banker, my primary responsibility is to manage client credit requirements and oversee the delivery of their day-to-day banking needs. I have worked in the financial services industry for 25 years and joined Scotiabank in 2016. I spent the last five years prior to Scotiabank working as an Account Manager, Health Care at another institution where I was recognized nationally for my service standards.

I routinely look above and beyond the traditional banking needs and objectives of my clients. I am able to use my expertise and available banking tools to construct unique and tailored solutions that utilize specialist capabilities across the organization for the sake of my clients’ best interests.  As part of my commitment to high-end customer service and building strong, lasting relationships, I pride myself in being available for clients as much as possible, even during non-business hours.

For many years I’ve been an avid golfer. I have represented Saskatchewan at national competitions and I’m chair of the Scotia Wealth Management Open Golf Championship, which was recognized for two years as the top golf event in Saskatchewan.

Private Banking, The Bank of Nova Scotia

Aleem is a Chartered Accountant with extensive experience in estate, financial and tax-planning strategies . He has a distinctive talent for explaining detailed tax issues in clear, understandable terms. He also has a genuine enthusiasm for uncovering hidden tax benefits that provide real value to clients and their businesses. Before joining ScotiaMcLeod, Aleem was a Tax Manager for a large international accounting firm where he focused his efforts on tax-planning and insurance planning for private corporations and their shareholders, estate and succession planning and corporate reorganizations.

Insurance services are provided by Scotia Wealth Insurance Services Inc.