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* Certified Financial Planner

* Certified Investment Manager

* Fellow of the Canadian Securities Institute

* Certified Investment Management Analyst

* Tax and Estate Practitioner

 


David J. Ritcey
CFP, CIM, FCSI, CIMA, TEP

Having completed Bachelor of Science and Bachelor of Business Administration degrees from Acadia University, David joined ScotiaMcLeod in April of 1992. Dave’s professional responsibility in The Ritcey Team is to help clients find peace of mind and financial security by relying on the sound principles of financial planning and investment management.

He is an active member in a number of industry-related organizations and has enjoyed time spent teaching introductory and advanced courses in investment and finance. David has taught for the Investor Learning Center of Canada, the Canadian Securities Institute, and the School of Business at Acadia University.

David is one of very few Atlantic Canadian advisors to become a Certified Investment Management Analyst (CIMA). This professional certification is offered through the Investment Management Consultants Association (IMCA), and follows extensive course work and a rigorous examination in conjunction with the prestigious Wharton School of Business at the Ivy League’s University of Pennsylvania. As the highest standard in consulting expertise, CIMA certification has become synonymous with insight, professionalism and most importantly, trust.

David lives in Kentville with his wife Melissa, daughter Lydia and two schnauzers Zack and Gus. He is an avid sports fan and enjoys following the ups and downs of his favorite Boston Red Sox. Skiing in the winter and fishing in the summer are leisurely activities enjoyed when time permits. Dave is a member of the Kentville Community Development Committee for the Town of Kentville and also sits on the Board of the Kings Historical Society.

* Canadian Securities Course

* Conduct and Practices Course

* Professional Financial Planning Course

* Licensed as a Level I Insurance Agent

* Diploma in Business Administration, Acadia University

* Retirement Strategist

Kate Whynot – Senior Associate
 
After graduating from Acadia University with a Diploma in Business Administration, Kate began her career at ScotiaMcLeod in May of 1998. She joined The Ritcey Team in July of 1998 and brings with her a broad knowledge of investments and superior skills in servicing clients. Kate handles all administrative issues as well as helping to create, maintain and review client portfolios.

At ScotiaMcLeod, Kate has continued to expand on her university business background. She has completed the Canadian Securities Institute’s Professional Financial Planning Course. Her expanded knowledge and expertise in investment management, tax and estate planning, insurance, law, and fair and ethical business practices is evidence of her commitment to meeting the needs of clients.

Kate resides in Kentville with her husband Dale and son Cameron. She enjoys spending time with her family, relaxing at the family cottage in the summer, and partakes in a regular exercise regime. Kate also volunteers in fundraising events for various charities.

 

Licensed to Practice in:

Nova Scotia,
New Brunswick
Newfoundland
Ontario
Saskatchewan
Alberta
British Columbia


The Ritcey Team at ScotiaMcLeod is proud to be affiliated with a number of industry organizations. Please click on the logos below for more information on our affiliations.



 

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