Mike Watkins started in the financial services industry as a banker back in 1997. He quickly shifted his focus to wealth management, eventually publishing his Financial Planning guide “It’s Only Money” and writing a bi-weekly column for the Times Colonist called “Dollars and Sense”. Mike works with a wide range of clients in Victoria, and across Canada, helping them to become confident that their personal financial future is secure. When not in the office, Mike is focused on his wife and family. And he enjoys reading and kickboxing (but not necessarily at the same time).
Larry Wheeler specializes in retirement income and estate planning. Clients love Larry’s disciplined investment process and the peace of mind a financial plan provides. Larry has over three decades of successful business and investment management expertise. Larry is actively involved in the local arts community and has been the past Governor and Chair of Fundraising for the Victoria Conservatory of Music. Passions include golf, skiing, and travel. You will find no one who will care more or work harder to help you build a better financial future.
Karen King has over three decades of financial services and administration management. As the administrative lead on the team, she’s responsible for all documentation and scheduling meetings. Karen’s passions include extensive charitable fundraising, hiking, tennis, sports, and wine tasting. Clients love her fiery attitude and her dedication to helping them achieve their goals.
Jordan Dawes began his financial career with Coast Capital before joining the Watkins Wheeler Group. Along with his depth of client-focused experience, Jordan has worked diligently towards completing his investment management designation and will be moving into a client relationship role on the team. Jordan’s drive and desire to help clients achieve their financial goals is brought full force every day; although, on the odd day, you might catch him surfing off the coast or playing hockey.
Simon Millington, our Business Development Associate has just completed his Business Commerce degree at the Gustavson School of Business at the University of Victoria and is not showing any signs of slowing down. Next on his educational agenda is to work towards his Canadian Securities Certification. Simon’s desire to constantly learn and improve, paired with his strong work ethic, make him an important asset to the Watkins Wheeler Group. Simon’s passions outside of work include music, traveling, and skiing.
Dee is engaged in the development of your highly customized and comprehensive financial plan- the true foundation of your experience and the measure of future success. As part of this planning process, Dee explores relevant financial, retirement, tax, will and estate strategies. She has extensive experience providing financial planning advice to clients with complex and sophisticated needs and goals. Dee draws on the breadth of expertise that she has developed since entering the financial sector in 2003.
Dee is a Certified Financial Planner and has earned the Chartered Life Underwriter. The CLU is Canada’s premier wealth transfer and estate planning designation. Throughout her career, she has managed a large team of financial planners and has been a guest speaker on the topics of philanthropy, estate, and financial planning. Dee has served on the boards of the Greater Victoria Chamber of Commerce and the local chapter of CAFÉ, the Canadian Association of Family Enterprise.
Financial planning and advisory services are provided by Scotia Capital Inc.
Patrick is responsible for providing advice and guidance to clients for will and estate planning strategies, ensuring that personal, philanthropic, financial and estate objectives are met.
Patrick holds a Bachelor of Arts (Honours) in Economics from Simon Fraser University and subsequently completed his articles in Vancouver, BC to become a Chartered Professional Accountant. Patrick has also completed CPA Canada’s In-Depth Income Tax Course and obtained the Trust and Estate Practitioner designation in 2015.
In addition to being a member of CPA Canada, Patrick is a member of the Canadian Tax Foundation and the Victoria Estate Planning Council.
Estate and trust services are provided by The Bank of Nova Scotia Trust Company.
Tricia is a trusted and highly experienced consultant to accomplished business owners and affluent families on matters associated with transition and wealth. She helps guide families through the unique opportunities and challenges they may be facing in the areas of wealth, tax and estate planning, philanthropy, family governance and business succession planning by taking time to thoroughly understand specific goals and objectives.
When dealing with business owners, Tricia helps ensure that personal and business goals are aligned by examining the entire financial situation—including the interaction between family, business and ownership structures for today—and with a future transition in mind.
Business and family advisory services are provided by Scotia Capital Inc.
As the Private Banker to many of our clients, Taylor is an expert in crafting custom lending solutions that often confer significant advantage to our clients, in ways they may not be aware of.
Taylor and her team take pride in helping clients achieve peace of mind by providing trusted advice and personalized solutions to meet their financial goals. The Private Banking experience provides a high level of personalized, attentive banking service to save you time and to reduce overall financial risk.
Private banking services are provided by The Bank of Nova Scotia.
Susan-Lee joined Scotia Wealth Management in 2013 bringing with her over 20 years of experience in the insurance industry including running her own practice specializing in estate planning. She now works alongside Scotia Wealth Management Advisors strategizing to help build and protect client’s wealth using tax-exempt insurance based strategies. Advisors and their clients, along with their accountants and tax consultants have come to value Susan Lee’s expertise and advice as a recognised specialist on insurance-based wealth enhancement and protection. Susan-Lee knows that in order to provide the right solution she must star with a complete financial plan.
Insurance services are provided by Scotia Wealth Insurance Services Inc.