Meet our team
Working with integrity and respect, Justin provides financial solutions that consider the goal of minimizing risk while maximizing results.
Justin has been at Scotia Wealth Management helping clients for over 21 years. He became a Chartered Financial Analyst Charterholder in April 2000 and graduated from BCIT by completing a Bachelor of Administrative Studies Degree in 1994.
Outside the office, Justin spends much of his time with his family that includes his wife, Jane, and their three children. On his personal time he is an avid golfer and thoroughly enjoys his time on the course.
ScotiaMcLeod®, a division of Scotia Capital Inc.
Matthew is a graduate of the University of British Columbia, where he earned his Bachelor of Science, majoring in Computer Science. He joined the team in early 2019, bringing his dedicated work ethic and leadership skills. Matthew maintains a high level of client care and is committed to business development initiatives that deliver value.
He enjoys a wide range of recreational activities but would most easily be found on the ski slopes, at the ice rink, or on the golf course.
ScotiaMcLeod®, a division of Scotia Capital Inc.
Sasha graduated from BCIT in December 2022, where she earned her bachelor’s degree in Business Administration. She joined the team in August 2022, bringing her strong work ethic and collaboration skills.
As an administrative associate, Sasha helps with day-to-day administrative tasks of the business and provides clients with efficient customer service.
Sasha was a tennis player, having competed at Nationals and Provincials in BC, as well as other high-level tournaments in Canada and the U.S. In her spare time, Sasha continues to enjoy playing tennis, exploring the outdoors, and spending quality time with her family, friends and pets.
ScotiaMcLeod®, a division of Scotia Capital Inc.
As a Total Wealth Planner, Chase is responsible for guiding our clients through our Total Wealth Planning process, which begins with a thoughtful consideration of their entire financial picture, immediate needs, and goals for the future. With a clear understanding of our clients’ unique financial situation, Chase collaborates with our team of specialists to develop a comprehensive and forward-looking Total Wealth Plan with tailored wealth strategies and opportunities. Through an evolving Total Wealth plan, Chase works with our clients to help them achieve future success – as they define it.
Chase graduated with a Bachelor of Arts in Economics from Simon Fraser University. He articled with a national accounting firm and is a Chartered Professional Accountant and Certified Financial Planner with over 15 years of professional experience spanning across investment management, senior corporate debt financing, public practice assurance and accounting, personal and corporate tax planning, estate preservation strategies, and overall wealth management.
Chase has a passion for the BC outdoors and enjoys spending time outside the office with his wife and two young boys.
Financial planning and advisory services are provided by Scotia Capital Inc.
Litza is responsible for providing advice and guidance to clients regarding their Will and estate planning strategies. Clients benefit from customized tax-considered strategies that align with their investment, retirement, philanthropic and estate plans to help safe-guard their financial well-being into the next generation. Originally from Vancouver, Litza clerked at the Tax Court of Canada in Ottawa and practiced for several years at a large law firm in Toronto specializing in estate planning. Prior to returning to Vancouver, she worked in the Cayman Islands at one of the world’s largest offshore law firms specializing in succession planning for international high net worth clients.
Litza was originally called to the Ontario Bar in 2002 and was called to the British Columbia Bar in 2009. Memberships include the Law Society of British Columbia, the Canadian Bar Association and the Society of Trust and Estate Practitioners (STEP). Litza is a past Chair of the Vancouver Branch of STEP and a former Director of STEP Canada. She is currently a member of STEP Canada’s Education Committee and Nomination Committee.
Estate and trust services are provided by The Bank of Nova Scotia Trust Company.
Susan-Lee has over 20 years of insurance industry experience. Over the course of her career, she has worked in sales and marketing, ran her own insurance practice, and for the last 4 years, she has specialized in estate planning. Susan-Lee believes that to provide the right solutions for her affluent clients, she must start with a complete financial plan. She truly listens to your needs, addresses today’s concerns and possible future issues, and provides peace of mind by offering client focused solutions for preserving and protecting your wealth. In her spare time, Susan-Lee stays busy with her two sons and keeps active playing squash and running.
Insurance services are provided by Scotia Wealth Insurance Services Inc.