Our Group

The John Trim Group represents a seasoned group of professionals with over 70 years of accumulated experience in providing clients with personalized financial solutions. Backed by the strength and integrity of the Scotiabank Group of companies, we offer a Team of Experts to address all of your financial needs.


John Trim · BA, CIMA · Senior Wealth Advisor · Director, Wealth Management

John TrimJohn leads and directs the group using his more than 25 years of financial services experience. As a Certified Investment Management Analyst, earned through an extensive program offered by the Wharton School of Management and IMCA he designs and implements complex wealth management strategies and estate plans serving the unique needs of individuals, entrepreneurs and corporations.

Steve Ewoniak · BA, BSc, CFP® · Senior Associate

Steve EwoniakSteve has worked in financial services since 2005. He completed his Certified Financial Planner® designation in 2014. He is qualified to complete financial plans, handle all trading and investigate insurance matters. Ensuring a high level of client service, Steve is responsible for daily administration, the preparation of financial and performance reports, as well as the smooth completion of account set up, transfers and transactions.

Scott Reynolds · BBA, FSCI, CIMA · Senior Financial Planning Consultant

Scott ReynoldsScott has extensive experience providing financial planning advice to clients with complex and sophisticated needs and goals. Scott has worked in the financial services industry since 1984 and has provided specialized services to Scotiabank clients since 1993. Previous positions held within Scotiabank include Personal Investment Manager, Investment Executive, Financial Planner and Financial Consultant.

Keri O'Driscoll · BA, CFP® · Insurance Consultant

Keri O'DriscollWith over 20 years of experience in her field, Keri has a unique set of skills and an extensive track record of managing sophisticated and complex insurance solutions catering to high net worth and ultra high net worth clientele. She holds a Bachelor of Arts from McMaster University, is a Certified Financial Planner and is currently working toward her Chartered Life Underwriter designation.

 

 

Testimonials - What Our Clients Are Saying

 We would highly recommend John to anyone, a knowledgeable first class financial advisor. 

Retired Couple

 

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® Registered trademark of The Bank of Nova Scotia, used under licence. ™ Trademark of The Bank of Nova Scotia, used under licence. Scotia Wealth Management™ consists of a range of financial services provided by The Bank of Nova Scotia (Scotiabank®); The Bank of Nova Scotia Trust Company (Scotiatrust®); Private Investment Counsel, a service of 1832 Asset Management L.P.; 1832 Asset Management U.S. Inc.; Scotia Wealth Insurance Services Inc.; and ScotiaMcLeod®, a division of Scotia Capital Inc. ("SCI"). Wealth advisory and brokerage services are provided by ScotiaMcLeod, a division of SCI. Insurance services are provided by Scotia Wealth Insurance Services Inc., the insurance subsidiary of SCI. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Underwriters (Financial Security Advisors in Québec) representing Scotia Wealth Insurance Services Inc. SCI is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. The John Trim Group is a personal trade name of John Trim.