Your ScotiaMcLeod Advisor

Tucker Willson Group, Financial Planners

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"We strive to provide superior personalized advice and strong dependable long term service. Our team of specialists will help you design and live the life of your choice by focusing on the accumulation and conservation of your financial resources."

  • Our team of Investment Advisors has over 100 years of financial experience. This experience includes 2 Masters and one law degree, as well as business, economics and other degrees. In addition to the academic degrees, our team holds a number of industry specific designations including Financial Management Advisor, Personal Financial Planner, Canadian Securities Course, Options, Futures and Level II Life Insurance Advisor.
  • Investment Philosophy and Process It is not what you make, but what you keep that is important to our team of specialists. We take the long term approach when investing our assets, understanding that since it is hard to grow your wealth we must take great care of its growth and preservation. We feel that with the volatility in the market it pays to focus on the longer term planning aspects of portfolio construction including financial and retirement planning, tax minimization and asset allocation.
  • Service Approach Our long-term approach to investment planning also extends to our client relationships with an emphasis on building relationships for life. We've helped our clients implement and maintain customized plans that recognize their evolving financial situations, through one-on-one meetings, regular reviews, and ongoing personal advice. We draw on the depth of resources of ScotiaMcLeod and Scotiabank to offer a full range of financial services to our clients. We take the long term approach when investing your assets, understanding that since it is hard to grow your wealth we must take great care of its growth and preservation.
  • Trusted Advice We aim to be your first financial phone call : By using our team of specialists we can help you achieve your specific goals and objectives. We aim to provide you with the best quality service.

    We are backed by a team of specialists within ScotiaMcLeod, as well as from Scotiabank and Scotia Private Client Group. This allows us to access the required expertise to provide our clients with a comprehensive financial strategy that addresses all of their needs and goals.
  • Mailing Address
    40 King Street West
    15th Floor,Scotia Plaza
    Toronto, ON M5H 3Y2
  • Additional Team Members:
    • Charles Tucker, Director
      (416)862-3073
      charles_tucker@scotiamcleod.com

      Peter Willson, Associate Director
      (416)863-7417
      peter_willson@scotiamcleod.com

      Harry Talbot, Director
      (416)863-7649
      harry_talbot@scotiamcleod.com

      John Cathers, Investment Executive
      (416)863-7504
      john_cathers@scotiamcleod.com

      Investment Associates:
      Kevin Carscadden
      (416)945-4172
      kevin_carscadden@scotiamcleod.com
      John Kaglik
      (416)945-4098
      john_kaglik@scotiamcleod.com
      Peter Bridgemohan
      (416)863-7671
      peter_bridgemohan@scotiamcleod.com
      Jana Williams
      (416)862-4880
      jana_williams@scotiamcleod.com
      John Portelli
      (416)863-5810
      john_portelli@scotiamcleod.com

      Administration:
      (416)863-7505
      tw_grsp@scotiamcleod.com
      Sandra Tavares
      Gillian Hart
      Shane Dubin

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