The John Trim Group represents a seasoned group of professionals with over 75 years of accumulated experience in providing clients with personalized financial solutions. Backed by the strength and integrity of the Scotiabank and Scotia Wealth Management, we offer a Team of Specialists to address all of your financial needs.
John leads and directs the group using his more than 30 years of financial services experience. As a Chartered Investment Manager, he designs and implements complex wealth management strategies and estate plans serving the unique needs of individuals, entrepreneurs and corporations.
Steve has worked in financial services since 2005. He completed his Certified Financial Planner® designation in 2014. He is qualified to complete financial plans, handle all trading and investigate insurance matters. Ensuring a high level of client service, Steve is responsible for daily administration, the preparation of financial and performance reports, as well as the smooth completion of account set up, transfers and transactions.
With over 20 years of experience in her field, Keri has a unique set of skills and an extensive track record of managing sophisticated and complex insurance solutions catering to high net worth and ultra high net worth clientele. She holds a Bachelor of Arts from McMaster University, is a Certified Financial Planner and is currently working toward her Chartered Life Underwriter designation.
Insurance services are provided by Scotia Wealth Insurance Services Inc.
Gerry has helped affluent clients to achieve their goals over his 20 years in financial services. His expertise in financial planning includes assisting business owners, professionals and both international and domestic clients create customized strategies. Gerry teaches financial planning for Seneca College and is an adjunct professor for Concordia University’s MBA program.
Leveraging the strength of the team, he follows a structured process to discover all aspects of your financial picture. Gerry will create a plan that will outline specific strategies to attain your financial goals.