Our Services*
  • Financial Planning
  • Retirement Planning
  • Tax Planning*
  • Business Succession
  • Managed Wealth Portfolios
  • Fee Based Account Services
  • Estates
  • Insurance Solutions
  • Options and Futures Strategies
  • Philanthropic Services
  • Private Banking**
  • Trust Services**

Together with our ScotiaMcLeod Team of Experts, as well as our extensive outside network of legal, accounting and actuarial professionals, we can help you to feel confident and secure about your plan through ongoing advice and personalized solutions.

We encourage our clients to learn, understand, and most of all, trust our process. Successful investing is not all about returns, it’s about controlling risk. Our strategies for long term investment success are based on three fundamental tenets developed by John Trim: delegation, diversification and emotional distance. With over twenty five years of wealth management experience, our process is a proven investment approach.

View our market resources…

*Services provided by partners within Scotiabank. For details please see disclaimer.

** Private Banking and Trust Services offered through Scotia Wealth Management.


Testimonials - What Our Clients Are Saying

 I have the utmost confidence with John and his staff, finding them extremely easy to work with, and highly qualified. 

Business Owner


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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.