With over 35 years combined investment experience, we design innovative financial solutions uniquely tailored to meet your needs. Through integrity, experience and knowledge, we grow and protect your wealth, while providing unparralleded service. Together, with a team of specialists from Scotia Wealth Management, we help you achieve financial security through ongoing advice and personalized solutions.
Norman has been providing professional financial advice and investment solutions to his clients and their families since 1987. Bringing an up-to-date and diverse knowledge of investments and capital markets, and a disciplined financial planning process, he builds long term client relationships.
Committed to ongoing education, Norman has attained the Chartered Investment Manager, Certified Financial Planner and FMA designations.
Lori has more than 20 years of experience in the investment services industry and has been part of the Beltrame Group for more than ten years.
She is a reliable source of knowledge and provides an enhanced level of service to our clients, implementing investment strategies for our client’s portfolios and handling all administrative and investment related matters.
Lori has completed both the Canadian Securities Course and the Professional Financial Planning course.
Mark has extensive experience providing financial planning advice to our clients with complex and sophisticated needs and goals. With 24 years experience in the Mutual Fund, Trust, Brokerage and Banking industries, Mark puts his expertise in financial planning to practice by individualizing our client’s needs and providing solutions and recommendations to achieve their financial goals and objectives.
Using a disciplined and analytical planning process, Mark works to develop a highly customized and comprehensive financial plan. As part of this planning process, Mark explores relevant financial, retirement, tax, Will and Estate strategies. Your financial plan will identify specific gaps and opportunities to help you establish and achieve your goals in line with your priorities.
David provides specific insurance solutions to further clients’ goals for wealth creation and preservation, income creation and replacement, tax minimization, business coverage, succession planning and charitable giving. He has extensive experience in personal and corporate estate planning. A eight year veteran of the insurance industry, he is a graduate of the University of Manitoba, Faculty of Commerce. Married, he is an avid golfer and outdoorsman.
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Jean is responsible for providing advice and guidance to Estate and Trust clients for their Will and estate planning strategies. She has worked in the financial industry since 1986 where she held positions with Canada Trust and CIBC Trust and recently re-joined the Scotiabank Group. Previous positions held within the Scotiabank Group include Trust Officer, Senior Trust Officer and Trust Manager.