The Richardson Barton Group - ScotiaMcLeod Saint John

Dean Gibbons, FMA, FCSI, CLU, Ch. P. •  Atlantic Region Senior Financial Planning Consultant 

Dean Gibbons has been providing financial planning advice to clients with complex and sophisticated needs for the past 12 years. Using a disciplined and analytical planning process, Dean works with clients and advisors to develop highly customized and comprehensive financial plans. As part of the process Dean explores relevant financial, retirement, tax will and estate strategies. The resulting plan identifies specific gaps and opportunities to help clients establish and achieve their goals in line with their priorities.

Colin Hicks, CFP • Atlantic RegionInsurance Consultant

Colin has been providing estate planning advice to clients for over 15 years. Colin goes through a unique process to analyse a client’s current estate situation.

Through this analysis he uncovers potential tax savings strategies and deficiencies in the client’s current estate plan. He then works with clients and their advisors to develop and implement and effective estate plan.

Gordon MacDonald, BA, LL.B. • Manager ScotiaTrust

Gordon is the Manager of ScotiaTrust in Saint John, NB. He is a graduate of Dalhousie University in Halifax, NS with a B.A., LL.B. He is a member of the Nova Scotia Barrister’s Society, called to the bar in 1987. Mr. MacDonald joined the trust industry in 1989 and joined Scotiatrust in 1993. He has worked in the estate and trust field in Nova Scotia, Ontario and New Brunswick for the past 20 years. He is a member of the Society of Estate and Trust Practitioners (STEP). He has lectured at Osgoode Hall Law School in Toronto and UNB Law School in Fredericton on the topic of Estate and Trust administration.

Steve Uzielli • Director

Portfolio Manager Stephen joined ScotiaMcLeod as Equity Portfolio Manager in the Portfolio Advisory Group with specific responsibility for managing the Guided Portfolios and to offer counsel to advisors on large accounts regarding portfolio construction and composition. A graduate of The University of Western Ontario, Steve has more than 20 years of experience in the investment industry, both managing equity mutual funds, with AGF Management and Royal Bank, and prior to joining ScotiaMcLeod, 8 years in institutional sales.

Gareth Watson, CFA • Portfolio Advisory Group

Canadian Equity Specialist Gareth has been with ScotiaMcLeod for the past 7 years. He is responsible for coverage and investment recommendations for the Canadian Equity markets.

Gareth joined ScotiaCapital in 2001 in the investment bank's Equity Research group where he spent two years working with the firm's top ranked analysts. In February 2005 he joined ScotiaMcLeod's Portfolio Advisory Group.

Chris Kennedy, CFA • Associate Director

Chris joined the Portfolio Advisory Group's Fixed Income Trading and Sales team in January 2005. He works closely with ScotiaMcLeod Advisors to discuss market strategy, recommend fixed income solutions, and manage portfolios. Chris specializes in fixed income portfolio management and manages both ScotiaMcLeod Fixed Income Guided Portfolios. Chris holds a Bachelor of Commerce degree from Mount Allison University. He completed his Derivatives Fundamentals Course in 2002. Chris was awarded the CFA Charter in 2006, and is a member of the Toronto CFA Society.