Knowing that we cannot be all things to all people, we rely on our team of experts whose experience, knowledge and dedication are highly respected in the industry. From legal, accounting and tax planning to insurance experts, we offer a full range of services to meet our clients’ needs.

We rely on Tom Bryan, from our Ottawa office, to be our insurance authority. Tom is available to meet with our clients and provide insurance solutions. Working directly in the insurance field, Tom’s knowledge is extensive. He has tailored some interesting portfolios that have been invaluable in achieving our goals.

Our Private Client Group at ScotiaMcLeod are experts in estate and trust services. For generations, they have been helping Canadians protect their families' wealth by providing specialized legal, tax, and financial expertise. We rely on them to provide professional and impartial advice in tailoring trusts to achieve our clients' estate planning objectives."

Ian Adams and his team provide an excellent source for tax advice. Taxes and tax laws are complicated and constantly changing. We depend upon Ian’s expertise to ensure our clients’ portfolios are designed to maximum advantage.

In addition, we liaise with lawyers and accountants in the Quinte area whom we trust to give our clients the best service and advice. As part of our commitment, we often work with these individuals to ensure your needs are met.