Your Team

Helping you achieve your ideal lifestyle requires a great deal of expertise – our approach is to ensure that we provide you with the resources you need to make informed choices and decisions. We will work with your existing professional team to incorporate your individual situation into your strategic plan. If you don’t already have this support in place we have assembled a high-quality team of professionals to work with you, including a number of specialists from across the Scotiabank group. As your consultant, we will work with the team to coordinate all aspects of your life to help you achieve your vision.

Team Members
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.

Team Leaders

Ron Schmidt, CIMA, CFP, FCSI, Ch.P
Senior Wealth Advisor

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.

Tariq Azam, CFA, CFP, FCSI, Ch.P.
Wealth Advisor

Nancy Douse
Investment Associate

Nancy is fully licensed as a securities and insurance representative. 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.

Dina Moussias
Administrative Assistant

Dina is our client service specialist, she may be contacted with any client service or administrative issues that you may have.

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 Jim Smith
ScotiaTrust Financial Consultants
Both Diane and Jim 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.