Clark Wealth Management Group - ScotiaMcLeod Fredericton

Keir Clark, FICB, PFP — Senior Wealth Advisor & Branch Manager

With more than 29 years financial services experience, and with the support of a world-class organization in the form of ScotiaMcleod, Keir has the tools and experience necessary to help his clients succeed.

Keir's approach is to focus on his clients' life goals, He begins by listening. Then, using his experience, expertise and outside specialists within The Scotiabank Group and beyond as required, he creates the best solutions and strategies to meet those goals.

Heather Robichaud, BBA — Branch Administrator & Senior Associate

Heather is a fully licensed, administrative expert dedicated to providing first-class service and support.

A lifelong Frederictonian, Heather is a graduate of the University of New Brunswick where she earned a Bachelor of Business Administration (Class of 1996). She has worked for the past decade in the Financial Services Industry. She has completed the necessary course work, (including the Canadian Securities Course, the Conducts and Practices Course, and Professional Financial Planning Program) to help ensure the efficient day-to-day management of clients’ accounts.

Steve Uzielli — Portfolio Manager - ScotiaMcLeod Guided Portfolios

Stephen joined ScotiaMcLeod 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 more than 20 years of experience in the investment industry, both managing equity mutual funds, with AGF Management and Royal Bank, and prior to joining ScotiaMcLeod, 8 years in institutional sales.

Gareth Watson, CFP — Portfolio Advisory Group - Canadian Equity Specialist

Gareth joined Scotia Capital in 2001 as part of the Investment Bank's Equity Research group where he spent two years working with the firm's top-ranked analysts. In February 2005 he joined ScotiaMcLeod's Portfolio Advisory Group and is responsible for coverage/investment recommendations for Canadian equities and regional coverage of ScotiaMcLeod's brokerage network in Western and Eastern Canada.

Colin Hicks, CFP — Atlantic Region Insurance Consultant

Colin joined ScotiaMcleod in January 2000. He was previously an independent insurance professional and a specialist in the group and pension benefits area of one of Canada's leading insurance companies. He holds a Bachelor of Commerce degree, is a Certified Financial Planner and has completed his Canadian Securities Course. Colin assists Keir in providing fully integrated insurance strategies that can help clients meet their specific goals for building, preserving and protecting their wealth.

Dean Gibbons, CLU, FMA, FCSI, Ch. P. — Atlantic Region Senior Financial Planning Consultant

Dean draws on the breadth of expertise he has developed over his 10-plus years in the financial services sector. He holds a BA from the University of New Brunswick and a Financial Management Advisor designation from the Canadian Securities Institute.

Dean works with Keir and his clients to develop a highly customized and comprehensive financial plan, by exploring relevant financial, retirement, tax, and will and estate strategies. The financial plan identifies specific gaps and opportunities to help you establish and achieve your goals, in line with your priorities.

Al Harrington — Scotia Private Client Group, Financial Consultant

Al's multifaceted role includes guiding clients whose financial needs are too complex for bank branch service offerings to Keir. Al assists us with clients who are in need of his Will and Estate Planning expertise.

He is our direct connection to our sister company Scotia Trust and provides access to the services available to clients through our Private Banking division. He is also our connection to Scotia Cassels Investment Management, Scotiabank's in-house discretionary investment management organization.