Meet our specialists

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As a Wealth Management Consultant, Arvind works with you to establish your financial priorities and to create an integrated plan to meet all of your unique needs. Prior to joining Scotiabank in 2005, Arvind worked in the investment industry since 1996 as an Investment Advisor and as a Securities Specialist.

Arvind is a graduate of the Bachelor of Economics program at the University of Alberta. He holds the Certifi ed Investment Manager and the Fellow of the Canadian Securities Institute designations. He has also completed the Canadian Securities Course and the Branch Managers Course, both through the Canadian Securities Institute.

Tricia advises highly accomplished business owners and investors on the matters and challenges success and wealth often bring. Her background is steeped in the family enterprise experience accumulated over her engagement as a tax practitioner, a trusted advisor in the insurance industry and in directing a wealth planning practice in the investment industry. Through this unique experience, Tricia’s work reflects her ability to consider issues from a multitude of perspectives.
Susan-Lee joined Scotia in 2013 with over 20 years of insurance industry experience. Over the course of her career, she has worked in sales and marketing and for several years ran her own insurance practice specializing in estate planning. Susan-Lee believes that to provide you with the right solution it is important to start with a complete financial plan. She understands the importance of listening to your needs so she can address today’s concerns and possible future issues. Susan-Lee can provide you with peace of mind by offering client focused strategies that protect you and your families’ future, minimize taxes, enhance income, manage risk and create a legacy

In her spare time, Susan-Lee stays busy with her two sons and keeps active playing squash and running.

As a Private Banker, Jocelyn is responsible for managing client credit requirements and overseeing delivery of their day-to-day banking needs.  She has been with Scotiabank and worked in the financial services industry since 2001.

Previous positions held include Trust Officer with ScotiaTrust and Associate Private Banker with Scotiabank.