Tricia leads Scotia Wealth Management’s Business and Family Advisory Services in British Columbia. She advises accomplished business owners and affluent families on matters associated with their success and wealth. She helps guide clients through the unique opportunities and challenges they may be facing in the areas of business and wealth transition, tax & estate planning, strategic business planning, family & business governance and philanthropy.
Tricia has worked with enterprising families for over three decades. Through this experience and her curiosity around the interplay of family and business, her breadth and depth of knowledge allow her to bring a broad perspective to her clients’ issues, and to inspire and motivate client action. Tricia’s experience also reaches into corporate governance and
oversight through her associations with various Boards of Directors.
A frequent speaker and educator, Tricia artfully facilitates conversations regarding wealth transition issues, and the impact of such issues on families. Tricia has earned and practices under several designations including the Chartered Accountant (CPA CA), Family Enterprise Advisor (FEA), Trust and Estate Practitioner (TEP), Certified Financial Planner (CFP) and Professional Director (ICD.D).