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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 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 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 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
With 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.