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Scotia Wealth Management
Kelowna

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Private Banking

Private Banking

We recognize that your wealth story is uniquely yours. How you manage its complexities to achieve your financial goals is something we care about as much as you do. At Private Banking we offer strategic borrowing solutions, customized banking support and a leading-edge concierge and travel management service.

With your dedicated Private Banker and support team we are ready to ensure your needs are considered with care and tailored to your preferences. And, along with the expertise of our experienced credit specialists, we can ensure your customized line of credit* is in place so you can act quickly and easily to maximize your opportunities, without unnecessary trade-offs.

*All credit products are provided by The Bank of Nova Scotia and are subject to approval. Terms and conditions apply.

Private Banking

As an Associate Private Banker, I am committed to providing exceptional service to my clients in order to meet and support their personal banking needs.

I have been working at Scotiabank since 2007, with positions in retail banking. Whatever my role, I always work hard to build strong relationships with my clients and offer them efficient and personalized service. I use my extensive experience and knowledge of banking policies and procedures, to find the financial solutions that are best suited for my clients’ particular circumstances.

Outside of work, I am a mother of two adorable kids who are active in various athletics. I also enjoy travelling and learning about new cultures in my free time.

 

Private banking services are provided by The Bank of Nova Scotia.

As an Associate Private Banker, I manage our clients’ day-to-day banking requirements and oversee delivery of their customized borrowing solutions. Personalized and attentive service is the cornerstone of our business and I take great pride in ensuring our clients’ needs are met with the utmost care and consideration. With over 9 years working for Scotiabank in various roles, I have the knowledge and experience to ensure my clients receive the best possible advice and service to reach their unique financial goals.

Private Banking, The Bank of Nova Scotia

Born and raised in Kelowna, I have spent over 10 years with Scotiabank building long-term relationships with some of the most interesting and successful people in B.C. As a Private Banker and credit strategist, I create solutions designed to enable my clients’ lifestyles and help them take advantage of investment opportunities. This creates significant advantages for high net worth clients in ways they may not be aware of.

Private Banking, The Bank of Nova Scotia

As a Private Banker, I work closely with my Private Banking team to provide a seamless banking experience. I take pride in ensuring your borrowing and transactional needs are completed with accuracy, speed and great care.

With over 20 years of Scotiabank experience, our team has a deep understanding Scotia Wealth Management’s offerings, as well as a strong network of specialists whom we can call on to provide additional opportunities, service and advice. Our team recognizes that each client’s banking complexities are unique, and we take pride in delivering tailored solutions for every situation. You can rest easy knowing that you have a sophisticated support team ready to assist you with the right solutions and the highest level of service.

Private Banking, The Bank of Nova Scotia