Insurance
Financial Planning
Estate Planning
Charitable Gift Planning
Private Banking

Paul Coridor
Senior Advisor, ScotiaMcLeod Financial Services Inc.
Paul started in the financial services industry in 1970 and joined ScotiaMcLeod in 1997.  He spent 20 years with a major insurance company and 8 years as a manager of Individual Financial Services with an international life insurance company.  Paul brings with him years of experience in the insurance industry and an innovative approach in determining insurance solutions that meet your specific goals for building, preserving and protecting wealth.  

Paul works with Sean to design and implement appropriate insurance based strategies and financial solutions to help clients create and protect wealth.

Gary Barker, CFP, CLU
Senior Advisor, ScotiaMcLeod Financial Services Inc.
Gary has a wide range of business experience, both within and outside the financial services industry. Over the last 17 years Gary has held advisory and management positions within various industries including both the investment and insurance industries. Before joining ScotiaMcLeod, his most recent experience included working for one of the major life
insurance companies in Canada as the Executive Account Manager for British Columbia.
 
Gary works with Sean to design and implement appropriate insurance based strategies and financial solutions to help clients create and protect wealth.

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Kathy Kushner
Senior Financial Planning Consultant
Kathy has extensive experience in providing financial planning advice to clients with complex and sophisticated needs and goals.  She draws on the breadth of expertise that she has developed over her tenure in the financial services sector. Kathy is a graduate of the University of Toronto with a degree in International Relations. She holds the Certified Financial Planner designation and the Personal Financial Planning designation as well as the Canadian Securities Course and the LLQP (Life Insurance). Kathy is an active member of Advocis – the Financial Advisors Association as well as a volunteer with the Financial Planners Standards Council.
 
Using a disciplined planning process, Kathy works with Sean to develop a highly customized financial plan for you. She will also explore relevant financial, retirement, tax, Will and estate strategies.

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Lara Hein
Scotiatrust Financial Consultant
Lara has completed the Professional Financial Planning course and obtained the Specialist of the Trust Institute designation. Joining the Scotiabank Group in 1996, Lara works with our clients to establish and integrated plan to meet your financial needs.  Services include:

• Will and estate planning
• Family trusts
• Powers of Attorney
• Income and asset protection strategies through insurance coverage.
• Trust & executor services
  

With her extensive outside network of lawyers and accountants, Lara offers a detailed estate review to help individuals and corporations achieve their goals.

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Malcolm D. Burrows, CFRE
Financial Consultant, Charities & Gift Planning
Malcolm is a nationally-known charity expert whose focus is private foundations, charitable products, gift planning consulting, and services to charities and not-for-profits.  He came to the Scotia Private Client Group after spending 13 years with the University of Toronto, The Princess Margaret Hospital Foundation and the The Hospital for Sick Children Foundation.

Malcolm is actively involved with advancing the charitable sector in Canada as Chair of Government Relations for the Canadian Association of Gift Planners (CAGP).  Through CAGP, he has contributed to the development of new rules relating to charitable giving tools such as publicly-listed securities, donation tax shelters, and charitable remainder trusts.  He is editor at large of the monthly newsletter Gift Planning in Canada and a Friend of CAGP


Malcolm works with Sean to help clients create a meaningful legacy. Scotia Private Client Group is the largest provider of expert philanthropic services in Canada.

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Yael Dirnfield
Private Banker
Yael is responsible for managing banking relationships at Scotia Private Banking. She has been with the Scotiabank Group and has worked in the financial services industry since 1987. Prior to joining Private Banking, Yael held several positions within the domestic banking network. Her clients benefit from her years of experience as Financial Advisor and most recently, as Manager Personal Banking.
 
She holds the Personal Financial Planner designation obtained through the Institute of Canadian Bankers.

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