Meet The Symons Gendy Group
We are an experienced group of multi-disciplinary investment professionals. We believe that while portfolio performance is vital, so too is total wealth management.
This includes financial planning, tax minimization, insurance analysis, Will review, estate and retirement strategy, legacy creation and inter-generational wealth transfer. All are connected and no successful long-term wealth-building strategy can ignore them.
Our approach involves a forensic analysis of an individual or family financial situation, combined with an exceptional sensitivity to personal, professional and lifetime goals. We believe in rigorous, systematic Total Wealth Planning.
We are comfortable working with a client’s existing professional advisory team to incorporate their legal, tax and other issues into a complete financial strategy. It’s what we believe in and do exceedingly well.
Above all, we recognize that our clients want to deal with a financial advisory team they like and respect and whose counsel they trust. That is what you can expect when you work with The Symons Gendy Group.
Greg specializes in helping clients to implement strategies encompassing their entire financial future.
This includes developing a consolidated, cohesive total financial solution, including financial planning, estate planning, borrowing and banking.
With more than 30 years of experience in the investment services industry – including many years as VP and Director of Fixed Income with a major U.S. investment dealer – Greg is a Fellow of the Canadian Securities Institute, a Certified International Wealth Manager, and a Chartered Investment Manager.
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ScotiaMcLeod®, a division of Scotia Capital Inc.
After taking the time to discover the various complexities of affluent families’ circumstances, Victor dedicates himself to delivering a sound Total Wealth Plan in order to help his clients achieve their financial goals. Victor has been working with Scotiabank since 2010 and Scotia Wealth Management since 2017. He has walked alongside countless business owners, executives and medical professionals and understands the steps involved to ensure their family and businesses’ financial needs are met. Victor has helped steward tens of millions of dollars for his clients and his passion for clients’ well-being has consistently grown over time.
Victor holds the Chartered Financial Analyst® designation as well as a Bachelor of Commerce and Master of Business Administration degrees from Saint Mary’s University in Halifax.
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ScotiaMcLeod®, a division of Scotia Capital Inc.
A graduate of York University where Oksana majored in Economics, she has over 20 years of investment industry experience, and has been part of Scotia Wealth Management office in Mississauga office since 2003. Oksana has completed several industry courses including the Canadian Securities Course, Professional Financial Planning Course, Investment Management Technique Course, and holds the Chartered Investment Manager designation.
Oksana oversees day-to-day operations of The Symons Group, and is actively involved in managing client accounts to ensure client requests are met and that their experience is seamless.
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ScotiaMcLeod®, a division of Scotia Capital Inc.
Nadia joined Scotia Wealth Management in 2022, bringing with her several years of experience from various industries, including retail & commercial banking, healthcare, and social services. Nadia gravitated towards the banking & investment industry and has been an enthusiastic and dedicated addition to The Symons Gendy Group. Nadia supports clients by ensuring requests and documentation are executed in a timely and efficient manner. Nadia is also instrumental in the distribution of regular client marketing updates and team campaigns. Nadia has a Bachelor of Arts (Honours) from York University in Sociology and is currently enrolled in the Canadian Securities Course.
When Nadia is away from the office, you can find her spending time with her family of 5, playing baseball, listening to Soca music and looking for her next opponent in a good game of Wheel of Fortune, all while surrendering to her sweet tooth.
With over 19 years of experience in the financial services industry, Keri joined Scotia Wealth Management in 2016. Her focus has been to build high value relationships with advisors, aiding them in constructing risk management and estate planning solutions. Keri’s focus is on the development of personal and corporate insurance solutions designed to help reduce the impact of taxation and provide tax-efficient strategies for retirement income.
Keri graduated from McMaster University in 1995 has earned the Certified Financial Planner (CFP) and Elder Planning Counselor (EPC) designations.
Insurance services are provided by Scotia Wealth Insurance Services Inc.
As a Total Wealth Planner, Shawn is responsible for guiding our clients through our Total Wealth Planning process, which begins with a thoughtful consideration of their entire financial picture, immediate needs, and goals for the future. With a clear understanding of our clients’ unique financial situation, Shawn collaborates with our team of specialists to develop a customized Total Wealth Plan that is comprehensive, forward-looking, and tailored to help each client reach their financial goals. Through an evolving Total Wealth Plan, Shawn works with our clients to help them achieve future success – as they define it.
Shawn graduated from Ryerson University with a Bachelor of Commerce degree, specializing in Finance. He holds the Certified Financial Planner (CFP), the Canadian Investment Manager and Financial Management Advisor designations. Shawn remains active in the community as a volunteer with the Junior Achievement and raises money for the Juvenile Diabetes Research Foundation.
Financial planning and advisory services are provided by Scotia Capital Inc.
Pari is responsible for providing advice and guidance to clients for their Will and estate planning strategies. She has worked with Scotiabank and in the financial services industry since 2002.
Pari is a graduate of the Honours Bachelor of Arts program, specializing in Economics, at the University of Toronto. She holds the Trust and Estate Practitioner designation, the Member, Trust Institute designation, and has completed the Canadian Securities Course through the Canadian Securities Institute. Pari is also a member of The Society of Trust and Estate Practitioners.
Estate and trust services are provided by The Bank of Nova Scotia Trust Company.
