Stan Wong is one of Canada’s leading investment professionals. With over 20 years of experience, he provides industry leading wealth management and investment counsel to affluent families, small business owners and institutional clients in Canada.
As a qualified and registered Portfolio Manager, Stan retains one of the highest levels of registration in the investment services industry. The Portfolio Manager title is a designation that requires a high level of academic achievement and success in the investment industry.
Stan recently joined ScotiaMcLeod as Director of Wealth Management & Portfolio Manager in January 2014. Prior to joining ScotiaMcLeod, Stan held senior positions at Macquarie Private Wealth and its predecessor firm. Stan has also worked at CIBC Wood Gundy and Merrill Lynch. Stan earned his Honours Bachelor of Arts degree in Economics from the University of Toronto in 1996.
Today, Stan is also a frequent guest commentator on Business News Network (BNN) television, The Globe & Mail, Reuters, The Financial Post and the Wall Street Journal.
Tina Fruittrell joined the investment industry in 1995 and worked for Financial Concepts Group, Merrill Lynch and CIBC Wood Gundy before joining the predecessor firm to Macquarie Private Wealth in 2006.
She has worked with Stan Wong for over 17 years. Her high standards, dedication and attention to detail managing the administrative needs of the team ensures that clients receive the best possible service. With a professional and friendly nature, Tina always provides prompt replies to all client inquiries.
Stephen has extensive experience in providing financial planning advice to clients with complex and sophisticated needs and objectives. In his previous roles he has worked with advisors to provide comprehensive financial planning advice for individual and corporate clients for a number of high profile organizations.
Stephen holds a Certified Financial Planner (CFP®) designation and has completed the LLQP Insurance license, Canadian Securities Course, the conduct and practices handbook, along with a Bachelor of Commerce degree majoring in Financial Services Management.
Ben joined Scotia Wealth in 2007 and has over 10 years of industry experience. Ben provides insurance strategies that can be used for building, preserving and protecting your wealth. He brings extensive knowledge, a unique skill set and a track record of managing sophisticated and complex insurance solutions catering to our clients. He will work with you to evaluate your needs and develop strategic insurance-based solutions to meet your short-term and long-term goals. Ben is life licensed in the province of Ontario.
Tom is a Chartered Accountant and is responsible for developing planning solutions for tax, business succession, estate, insurance and philanthropic planning for clients. He has extensive experience in the financial services industry and is a frequent writer and speaker on topics related to the innovative use of insurance in business, estate, tax and charitable gift planning. Tom received his Bachelor of Commerce from the University of Toronto in 1979 and his Chartered Accountant designation in 1982. He is a member of the Ontario Institute of Chartered Accountants, the Canadian Tax Foundation, the Society of Trusts and Estates Practitioners, and is an associate member of the Conference for Advanced Life Underwriters.