Andre (A.J.) Chase, B. Comm., PFP Senior Wealth Advisor Andre (A.J.) Chase is the founder of AJChase PrivateWealth GroupTM and is a Senior Wealth Advisor with ScotiaMcLeod.     The PrivateWealth GroupTM is dedicated to assisting established families, business owners, executives and professionals who require tailor-made guidance in making wise financial decisions. A.J. joined ScotiaMcLeod in 2003 and has enjoyed over 19 years in the banking and investment industry. Before joining ScotiaMcLeod, A.J. was a top-ranked Financial Planner for a Canadian chartered bank. Always interested in professional development, A.J. has completed his Bachelor of Commerce from McMaster University and has earned the Personal Financial Planner designation; he is life insurance licensed, has taken the Canadian Securities Course, as well as numerous industry-related courses. A.J.'s accomplishments have included membership in ScotiaMcLeod's prestigious Executive Council for a number of years, and he is the recipient of the Austin Taylor Achievement Award.   Community life is also important to A.J. Currently, he is a member, past director & past second vice president of the Stoney Creek Chamber of Commerce; he is also member of the Sons of Italy and has volunteered his time as president of two condominium corporations.   Click here to Contact A.J.
	Adam Newsome, CFP Investment Associate Adam Newsome joined the team as an Associate and has recently upgraded to Investment Associate. A Certified Financial Planner professional, Adam graduated from the School of Business at George Brown College, which offers the Financial Planning Management program through their Centre for Financial Services Education. Prior to joining ScotiaMcLeod, Adam held positions with another bank owned brokerage and the Canadian Investor Protection Fund. As a dedicated team player, Adam is committed to providing you with outstanding personal service.
	Leanne Teston, CFP, FMA Senior Financial Planning Consultant Leanne has extensive experience providing financial planning advice to clients with complex and sophisticated needs and goals. She draws on the breadth of expertise that she has developed over her 12 years in the financial sector. Leanne holds the Certified Financial Planner designation and the Financial Management Advisor designation through the Canadian Securities Institute. (more)
	David Llewellyn Financial Consultant David has provided specialized services to Scotiabank clients since 1991 and has worked in the financial services industry for over thirty-five years. Previous positions held with the Scotiabank Group include Branch Manager, Personal Investment Manager and Manager of Small Medium Enterprise. (more)
	Steve McInnis Insurance Consultant Steve is our in-house Insurance Consultant, and is an insurance veteran with over 18 years in the industry. Steve brings tremendous professionalism, expertise and technical knowledge in the area of insurance. Through a disciplined approach, he is able to introduce solutions that will help you reach your personal goals, and more specifically, address your unique asset protection strategy.

ScotiaMcLeod was originally formed as a partnership in February 1921 by four young entrepreneurs: Donald Ivan McLeod, William Ewart Young, James Gordon Weir and John Henry Ratcliffe. The foundation laid by these men was rooted in trust, financial expertise and innovation - strengths that have prevailed ever since.

By the 1970s, McLeod, Young, Weir diversified to offer a full range of investment services including bond, stock and money market trading, corporate and government finance, mergers and acquisitions, commodities and futures, personal investment services, and mutual funds.

In 1987, the Bank of Nova Scotia purchased McLeod, Young, Weir having identified it as one of the most established and respected firms in the industry.

Today, ScotiaMcLeod is the investment arm of Scotiabank, and a division of Scotia Capital Inc. Scotiabank is one of Canada's largest financial organizations with over $280 billion in assets. Scotia Capital is a proven corporate and investment banking leader, and contributes to making the Scotiabank Group one of North America's premier financial institutions and Canada's most international bank.

We are a leading financial services provider, with over 800 advisors serving clients in more than 70 offices across the country. Working within the Scotiabank Group of Companies, they can coordinate a team of experts to integrate protection, trust, legal, estate planning, borrowing and banking services within a total financial solution to clients.

ScotiaMcLeod has earned a reputation for integrity based on our standards of excellence, quality service, and a commitment to doing what's right for our clients.

We help our clients achieve peace of mind by providing trusted advice and personalized solutions to meet their financial goals.

• Our disciplined investment philosophy. We take a long-term approach to investing while managing risk.
• Financial solutions that are personalized to your needs. Your advisor works with a team of experts to deliver solutions for all facets of your financial life.
• Regular reviews and continuous monitoring. To ensure your strategies remain appropriate and necessary adjustments are made, we conduct regular reviews of your financial situation.

Scotiabank - which celebrates its 175th anniversary in 2007 - is one of North America's premier financial institutions and Canada's most international bank. With close to 57,000 employees, Scotiabank Group and its affiliates serve approximately 12 million customers in some 50 countries around the world, offering a diverse range of products and services, including personal, commercial, corporate and investment banking.

The information contained on this website is for use by persons resident in Canada only.

	Malcolm D. Burrows Head, Philanthropic Advisory Services Malcolm leads philanthropic advisory services for ScotiaMcLeod Heritage clients. Previously, Malcolm worked in the charitable sector for University of Toronto, Princess Margaret Hospital Foundation, and The Hospital for Sick Children Foundation for over 13 years. He was Chair of Government Relations for the Canadian Association of Gift Planners (CAGP) from 2002 to 2006. Through CAGP, he has contributed to new rules for gifts of public securities, donation tax shelters, and charitable remainder trusts.
	Gareth Watson, CFA Canadian Equity Market Specialist Gareth joined the Portfolio Advisory Group in February 2005. His role is to provide portfolio guidance to advisors, focusing on Canadian equities in general and the Energy, Chemical and Utility sectors in particular.
	Paul Danesi U.S. Equity Market Specialist Paul Danesi joined ScotiaMcLeod in 1992, and has held increasingly senior roles in the area of equity research and portfolio strategy. Paul started with Scotia Capital's equity research department where he worked alongside one of the country's top-ranked research analysts and developed expertise in the technology and communications industries. Paul returned to the Portfolio Advisory Group in 1998 as a senior Canadian equity analyst to help develop Canadian investment themes. He is known for his concise, well-researched market and strategy reports and provides daily, weekly and quarterly commentaries.
	Joey Mack, CFA Fixed Income Advisory & Trading Joey Mack has been with Scotia Capital since 2002, holding several positions in the Portfolio Advisory Group and in Fixed Income Research before taking on the role of manager of the Fixed Income Advisory and Trading team in 2006. Prior to joining Scotia Capital, Mr. Mack was with another bank-owned dealer in London, England, and Toronto, most recently as a trader covering the dollar bloc Eurobond market and backing up dollar bloc government market making activity. In total, Mr. Mack has been in the industry for over 10 years.
	Stephen Uzielli Portfolio Manager Stephen joined ScotiaMcLeod recently as Equity Portfolio Manager in the Portfolio Advisory Group with specific responsibility for managing the Guided Portfolios and to offer counsel to advisors on large accounts regarding portfolio construction and composition. A graduate of The University of Western Ontario, Steve has 24 years experience in the investment industry, both managing equity mutual funds for AGF Management and Royal Bank, and prior to joining ScotiaMcLeod, 8 years in institutional equity sales.

The information contained on this website is for use by persons resident in Canada only.

Delivering proactive advice

To reach your goals, we develop a complete strategy that encompasses your entire financial situation.

All your needs are assessed - from risk management, insurance, and tax planning to cash flow management, small business or personal lending, and Will and estate planning.

We capitalize on the power of a total financial solution to maximize opportunities while managing potential challenges. We draw on our specialists from across the Scotiabank Group and other professionals integral to your situation like your accountant or lawyer.

The information contained on this website is for use by persons resident in Canada only.

Our investment philosophy is to deliver long term growth while managing risk. Relying on a proven approach to investment success, we:

• construct a portfolio that manages risk while maximizing long-term performance.
• help you establish your optimal asset allocation.
• select a mix of investments to provide you with the best possible return for your personal level of risk tolerance.

The information contained on this website is for use by persons resident in Canada only.