Meet our team
We work with you to determine the right investment strategies to help you invest your hard-earned wealth today and for the future.
John has been advising clients on conservative investment management solutions since 1995. In his role as Senior Wealth Advisor, he works collaboratively with every client to generate personalized portfolios based on individual objectives. He feels only by getting to know the specific details of each client’s situation, can a proper strategy be implemented. John’s investment philosophy is on the conservative end of the spectrum, realizing consistent returns and generating steady cash flow.
Subsequent to graduating from UBC with a degree in Economics, John has attained numerous designations, including Certified Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI).
Outside of the office, John enjoys being active in and around Vancouver. Whether it is on the golf course, tennis court, softball field or The Grouse Grind, you’ll be sure to see him trying way too hard. John, his wife Jill and their two daughters (and dog Lucy) are happy residents of North Vancouver.
ScotiaMcLeod®, a division of Scotia Capital Inc.
Jennifer has been a dedicated member of the Buchanan Portfolio Management team since 2005. Prior to joining the team, Jennifer attended Simon Fraser University and went on to graduate from BCIT’s Financial Management program. She has completed several industry related courses including the Registered Representative Training Program. Her experience and extensive knowledge of the industry allows her to provide exceptional client service tailored to each individual’s needs. No matter how great or small the request, Jennifer provides the solution in a prompt and efficient manner. Building strong client relationships is very important to her and she believes results in the best client experience possible.
On a personal note, Jennifer loves to travel, try new foods and spend time with her husband, son and daughter.
ScotiaMcLeod®, a division of Scotia Capital Inc.
Stefania (Stef) was born and raised in Bogotá, Colombia, where she completed her bachelor of finance and international trade at La Salle University. Stef worked in real estate and business management before moving to Canada and joining our branch. Stef was an integral part of our branch’s operational team for two years, assisting with deposits, cheque requests, and many other clerical functions. As part of our team, Stef assists with many administrative matters relating to our clients’ accounts.
In her free time, Stef admires the beauty of Vancouver through runs and hikes. She also enjoys indulging in our city’s diverse cuisine.
ScotiaMcLeod®, a division of Scotia Capital Inc.
Previous to joining Buchanan Portfolio Management, Jolie worked as a Client Advisor at another financial institution. She is a recent graduate of Simon Fraser University, where she majored in Economics. Jolie enjoys providing exceptional customer service and assists with all administrative matters relating to client accounts.
Jolie is originally from Hong Kong where she thrived in a fast paced and dynamic environment. However, she has come to love the peace and beauty of Vancouver and enjoys finding new hiking spots in our beautiful province.
ScotiaMcLeod®, a division of Scotia Capital Inc.
Susan-Lee has over 20 years of insurance industry experience. Over the course of her career, she has worked in sales and marketing, ran her own insurance practice, and for the last 4 years, she has specialized in estate planning. Susan-Lee believes that to provide the right solutions for her affluent clients, she must start with a complete financial plan. She truly listens to your needs, addresses today’s concerns and possible future issues, and provides peace of mind by offering client focused solutions for preserving and protecting your wealth. In her spare time, Susan-Lee stays busy with her two sons and keeps active playing squash and running.
Insurance services are provided by Scotia Wealth Insurance Services Inc.
In a world of uncertainty and unlimited choice comes opportunity. I work with clients who recognize the power of teaming with a banking and credit strategist who can put them in the best position to act quickly and opportunistically.
Working with a select number of new clients each year allows me to go deeper: what makes you tick, how did you get to where you are, and what is important?
I take pride in creating the space for my clients to open-up, speak candidly about what matters and have conversations they’ve been craving. We discover gaps they did not know existed and ways to implement strategies they may be unaware of. I take an aerial view and then focus in on their priorities. Follow-through is critical to success, which is why I hold my clients accountable for what they say is important.
Having chosen to work with Scotiabank for 35 years of my career, I have developed strong connections and reliable partners in our retail and commercial bank, and a core team of experts within Wealth. This deep internal and external network is a powerful advantage I leverage for my clients, carefully aligning their needs and personality with like-minded specialists, while staying with them throughout the process.
The alliance that evolves on this journey takes an immense amount of time and the rewards are well worth it.
Private Banking, The Bank of Nova Scotia
Monique is responsible for providing estate planning guidance to Estate and Trust clients. Prior to joining Scotia Wealth Management, she practiced law for several years at a large firm in Vancouver, specializing in the areas of wills and estates law, charity law and corporate commercial law. Monique is focused on helping affluent clients build, preserve and transfer their wealth. She creates integrated wealth management solutions that incorporate investment management, estate and trust services and private banking.
Estate and trust services are provided by The Bank of Nova Scotia Trust Company.
Tricia is a trusted and highly experienced consultant to accomplished business owners and affluent families on matters associated with transition and wealth. She helps guide families through the unique opportunities and challenges they may be facing in the areas of wealth, tax & estate planning, philanthropy, family governance and business succession planning by taking time to thoroughly understand specific goals and objectives.
When dealing with business owners, Tricia helps ensure that personal and business goals are aligned by examining the entire financial situation—including the interaction between family, business and ownership structures for today—and with a future transition in mind.
Business and family advisory services are provided by Scotia Capital Inc.