Meet our team

Meet our team

Stan Wong

Portfolio Manager
Director, Wealth Management

Stan Wong

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 and 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

Administrative Associate

Tina Fruittrell

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.

Alan Lio, CPA, CA

Senior Financial Planning Consultant

Alan has extensive experience in providing financial advice to high net worth and ultra-high net worth individuals and families, as well as owner-managers of private corporations in Canada. In his previous roles at an international accounting and consultancy firm, he has worked with teams of advisors providing tax efficient estate planning, business succession planning and corporate restructuring advice for high profile individual and corporate clients. He has also led various private company mergers and acquisition transactions.

Alan is a Chartered Accountant (CPA, CA). He holds a Master of Taxation Degree (MTax) from the University of Waterloo, and a Bachelor of Commerce Degree (BCom) from the University of British Columbia. He is also a member of the Chartered Professional Accountants of Ontario and the Canadian Tax Foundation. Alan is also fluent in Cantonese and English.

Financial planning and advisory services are provided by Scotia Capital Inc.

Ben Murphy

Senior Advisor
Scotia Wealth Insurance Services Inc.

Ben Murphy

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.

Insurance services are provided by Scotia Wealth Insurance Services Inc.

Tom Pilkington, CPA, CA, CFP, TEP

National Tax and Estate Consultant

Tom Pilkington

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.

Insurance services are provided by Scotia Wealth Insurance Services Inc.

Dayne Ramkissoon

Private Banker

Dayne has a high degree of knowledge of customized lending, risk management, financial products and services, wealth management and retail lending. His comprehensive experience and product knowledge allows him to deliver services and customized lending solutions consistent with the high net worth needs of our clients. As a Private Banker, Dayne provides the financial link to a valuable network of customized credit and wealth management services.

Private banking services are provided by The Bank of Nova Scotia.