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We assemble a team of specialists from across the Scotiabank Group and other professionals integral to your financial strategy like your lawyer and accountant. We capitalize on the power of a total financial solution, maximizing opportunities while managing potential challenges.

Our team of seasoned experts address issues around investing, estate, tax and retirement planning, borrowing, and assist clients in developing a more complete financial strategy. These specialists can analyze and solve specific financial needs, and help uncover important opportunities and risks that may not be readily apparent.

With these highly dedicated and focused professionals looking at your situation, you can be more confident that your personalized financial solutions are truly aligned with your goals


 

 


Colin Hicks – Insurance Consultant

Colin joined ScotiaMcLeod in January 2000. Colin has been in the estate planning and financial services industry for several years and brought with him comprehensive life, pension and distributor support experience. Prior to coming to ScotiaMcLeod, Colin was an independent insurance professional and has also been a specialist in the group and pension benefits area of one of Canada’s leading insurance companies. Colin has a Bachelor of Commerce degree, is a Certified Financial Planner (CFP) and has also completed his Canadian Securities Course.

Colin provides The Ritcey Team with fully integrated insurance strategies that can assist clients in meeting their specific goals for building, preserving and protecting their wealth.

Dean Gibbons - Senior Financial Planning Consultant

Dean has extensive experience providing financial planning advice to clients with complex and sophisticated needs and goals. He draws on the breadth of expertise that he has developed over his 10 years in the financial sector.

Dean is a graduate of the Bachelor of Arts program at the University of New Brunswick. He holds the Financial Management Advisor designation from the Canadian Securities Institute, the Fellow of the Canadian Securities Institute designation and is currently working towards the Chartered Life Underwriter designation.

Using a disciplined and analytical planning process, Dean can work with you and The Ritcey Team to develop a highly customized and comprehensive financial plan. As part of this planning process, Dean explores relevant financial, retirement, tax, will and estate strategies. Your financial plan will identify specific gaps and opportunities to help you establish and achieve your goals in line with your priorities.

 

 

 

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