Scott Lewis, CFA

Vice-President, Portfolio Manager, Investment & Wealth Advisor

506-637-7500 | Email me
506-637-7575
1-888-367-7777

Scott has been in the investment management industry for over 25 years. He has a Master of Business Administration degree as well as the respected Chartered Financial Analyst (CFA) designation. Having earned the title of Portfolio Manager, Scott ranks among the select group of advisors qualified to offer advisor-managed portfolio services at RBC Dominion Securities. He takes great satisfaction in using his years of experience and extensive industry knowledge to help clients plan and achieve their goals.

Scott and his wife, Tammy, have three daughters and two dogs. They love to travel and explore the world. One of their daughters was diagnosed with Type 1 diabetes at 15 months of age, leading to Scott's long-time support of the Juvenile Diabetes Research Foundation.

Sarah Jones

Associate Advisor

506-637-7522 | Email me
506-637-7575
1-888-367-7777

Sarah has a Bachelor of Science degree from Mount Allison University and has also completed industry courses through the Canadian Securities Institute. She has over 20 years' experience in the investment management industry and has been recognized for her award-winning client service. Sarah has a strong knowledge of the firm's operations, policies and procedures regarding client accounts, including internal control policies. She plays a major role in helping Scott maintain, develop and grow his business by providing clients exceptional service in a timely and professional manner.

Patrick McMullon, CPA, CA

Associate Advisor

506-637-7595 | Email me
1-888-367-7777

Pat holds a Bachelor of Business Administration degree from St.Francis Xavier University. He has over 25 years of experience in finance, having held various financial roles in entrepreneurial and large Information Technology firms to help them optimize their financial planning and achieve specific objectives. A Chartered Accountant, Pat brings a great deal of knowledge to the table and helps our clients understand the complexities of their financial situation. Having been exposed to many aspects of the corporate world, Pat is able to utilize his real-life experience in everyday financial planning and client support. He works hand-in-hand with new clients to make sure their experience is positive and their needs and objectives are addressed.