Adam Weinstock, Portfolio Manager & Senior Wealth Advisor 

A Montreal native, Adam began his career in the financial services sector in 2000 with one of North America's premier financial institutions. Working in various roles throughout the organization over a 5 year period he spent his last 2 years in their Wealth Management division. In July of 2005, Adam joined ScotiaMcLeod in order to further concentrate on his own clients. 6 years later he has been entrusted to manage approximately $100 million in assets by his clients. Adam was recognized as ScotiaMcLeod's "Rookie of the Year" in 2006 and as an inaugural member of the firms "Growth Council" in 2010. The majority of his business is with private families, with some mandates for private pension plans as well. Adam believes in building a strong advisor-client relationship, focused on meeting client needs while simultaneously educating them. Adam strives to become his client's personal CFO, providing them with sound advice regarding all their financial matters.

Adam's investment philosophy can be summed up simply as "income investing". He believes that all investors should be paid for the use of their capital and that rising investment income is the surest way to ensure a comfortable retirement. Adam's preferred vehicles for consistent returns and rising income are Dividend Growing corporations.

Adam received his education at some of Montreal's finest private educational institutions. He holds a Bachelor degree from McGill University with a Major in Economics and a double minor in Management and Political Science. Committed to continually upgrading his professional skills and credentials to provide a superior level of service to his clients, Adam has completed several industry courses through the Canadian Securities Institute and has earned the Financial Management Advisor (FMA), Canadian Investment Manager (CIM) and the Fellow of the Canadian Securities Institute (FCSI) designations.

Adam currently sits on the board of one of Montreal's oldest private educational institutions, United Talmud Torah Schools, and has just begun his firm term as Vice-President. Adam is also a member of the board of the Maimonidies Geriatric Hospital Foundation and is actively involved in a number of other charitable organizations in the greater Montreal area such as Federation CJA and Le Mercaz.

Pina Vari, Administrative Associate

Pina has been a member of the Scotiabank Group since 1990. She has held many roles throughout her tenure with the firm. In 2006 she left the Private Banking division to join the ScotiaMcLeod family. Since then she has held the role of Administrative Associate and regularly fills in as Branch Administrator. Pina started working directly with Adam in mid-2009 and brings to the team years of client service experience as well as a deep background in account administration.

Team of Experts

Our team capitalizes on the power of a total financial solution, maximizing opportunities while managing potential challenges. We deliver a strategy capable of closing the gap between where you are today and where you want to be, by drawing on a team of experts from across the Scotiabank Group to deliver a complete financial strategy tailored to your needs and goals.

Pierre Renaud, Senior Financial Planner

Pierre earned his Bachelor of Science and his Masters in Business Administration with a specialization in financial services from UQAM. He has his designation from the Institut Québécois de planification financière and has completed the Professional Financial Planning Course from the CSI. He is also a Fellow of the Canadian Bankers Institute. Pierre has extensive experience in 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 19 years in the financial sector.

Kevork Kevorkian, Senior Will & Estate Planner

Kevork was among the first generation of notaries to be sworn in when the new Civil Code of Québec was passed in 1994, the year he set up his first notary office. On the basis of his solid expertise with the SPCG team, Kevork is eminently qualified to help clients develop strategies in matters of Will and estate planning.

Natalie Kataroyan, Insurance Consultant

Natalie has been working in the financial sector for over 15 years. She obtained her Bachelor degree in Finance and her certificate in Financial Planning as well as having earned her Fellowship from The Canadian Securities Institute. Having worked for two renowned Canadian firms, Natalie has a solid knowledge of the industry.

Jim Jutras, Financial Consultant - Wealth Management

A graduate of the University of Concordia (1975), Jim is an experienced estate planning professional. Jim has offered comprehensive estate planning services to clients for more than seventeen years. From 1992 to 1997, Jim counseled clients of National Trust Company and from 1997 (when Scotiabank acquired National Trust Company) to the present, Jim has counseled clients of Scotiabank and its affiliates in respect of their estate planning needs. Jim is currently in the process of seeking the Certified Financial Planner designation. By drawing on the strength of the Scotia Private Client Group, Jim has access to extensive professional support and research in all aspects of financial and retirement planning.

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