Skip to content

Schmidt Azam Wealth Management - ScotiaMcLeod Scarborough

About Us

We have assembled an outstanding team and each individual plays an important role in meeting your needs. Below is a rundown on your wealth management team, along with details on who to call with specific questions.  Ron and Tariq work together designing and managing portfolios, monitoring financial plans and managing the team to provide the best service possible to our clients.

, CIMA, CFP, FCSI, Ch.P

Senior Wealth Advisor, Portfolio Manager
Ron has over 20 years of investment experience to provide qualified investment management and financial planning. Ron has attained his Certified Financial Planner (CFP) designation, Professional Financial Planning (PFP), the Strategic Wealth Planner (Ch.P) designation, and his Level II insurance license. Ron is also a Fellow of the Canadian Securities Institute.

 

, CFA, CFP, FCSI, Ch.P.

Wealth Advisor, Portfolio Manager
Tariq has 14 years of investment experience to provide qualified investment management and financial planning. Tariq is a Chartered Financial Analyst (CFA) charterholder. Tariq has attained his Certified Financial Planner (CFP) designation, Professional Financial Planning (PFP), the Strategic Wealth Planner (Ch.P) designation, and his insurance and options licenses.  Tariq is also a Fellow of the Canadian Securities Institute.


Investment Associate
Nancy has over 20 years experience in the financial services industry. She is fully licenced as a securities and insurance representative.  She has obtained the Professional Financial Planning (PFP) designation and Certificate in Retirement Strategy (CRS). She is responsible for overseeing assigned client’s portfolios, working on financial plans and conveying investment recommendations to clients. Nancy also oversees our client service and administrative process.

  

 
Investment Associate
For the past 12 years, Barb has been an Investment Associate at ScotiaMcLeod. Prior to joining ScotiaMcLeod, she spent the previous 14 years exclusively working in the investment industry. She has gained invaluable experience in the many roles she has had the opportunity to work in. Barb is responsible for the client service and administrative processes.

Complete Financial Strategy

In order to achieve a complete financial strategy we will work with your existing professional team. If you are without the support of a team we will recommend trusted professionals to work with you.

Steve McInnis
Insurance Consultant
Steve is one of ScotiaMcLeod’s insurance specialists in Ontario. He designs appropriate financial planning solutions that help clients minimize income tax as well as conserve their estate from tax erosion. Contact with Steve can be facilitated through Ron and Nancy.

Karmin Bimsingh
Working with Steve, Karmin helps prepare insurance applications and documentation.

Diane Dickson-Kailan and Neil Hutchinson
Scotiatrust Financial Consultants
Both Diane and Neil help clients with their estate planning and trust needs and can be accessed by appointment through the team.

Scotiabank Officers

We can provide access to designated Banking specialists as required.		  

Outside Advisors

We have a group of trusted professionals outside the Scotiabank Group who can assist with legal, accounting or other matters. These professionals will be referred by the Schmidt-Azam Group where appropriate