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Scotia Wealth Management
Deck Advisory Group ScotiaMcLeod®, a division of Scotia Capital Inc.

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About us

The Deck Advisory Group envisions a wealth management practice where every client receives both personalized financial planning and personalized investment management of the highest quality.

The Deck Advisory Group delivers solutions that are innovative, disciplined and uniquely customized for each individual client. Successful wealth management is a long-term process, so our service and advice is delivered within committed long-term relationships. Portfolios receive our constant attention, and every Deck Advisory Group client is offered a regularly scheduled comprehensive wealth management and portfolio review.

To deliver on this commitment requires a team approach. As your family’s primary financial advisor, we bring together the necessary experts from both inside and outside ScotiaMcLeod. Along with our in-house experts, Deck Advisory Group works co-operatively with your existing legal and tax advisors, or can recommend ones who share our values and commitment.

Gord Deck, CIM® Senior Wealth Advisor
Portfolio Manager
Gord Deck

Gord brings over 20 years of experience to the Senior Wealth Advisor and Portfolio Manager role at ScotiaMcLeod. Before heading up the Deck Advisory Group, Gord spent seven years managing his own independent financial planning business. Gord then transitioned from his independent practice to the Schultz Group as an Investment Associate, where he spent eleven years nurturing client relationships, and implementing both sound financial planning and investment strategies. In 2018 The Schultz Group transitioned to the Deck Advisory Group, and now, as the  head of the Deck Advisory Group, Gord provides the investment philosophy and the overall direction for the business to ensure the client experience is both memorable and meaningful.

Gord currently holds the Chartered Investment Management designation, CIM®, has his securities license, completed the Wealth Management Essentials course, and holds a Level II Life Insurance License. As a designated Portfolio Manager, Gord focuses on finding and implementing investment opportunities in a timely and efficient manner.

When Gord is not focusing on his clients and different investment opportunities he can be found somewhere outside of the spotlight, supporting a worthy community cause, or spending time enjoying outdoor family activities.

ScotiaMcLeod®, a division of Scotia Capital Inc.

Chris Gilpin

Chris and Gord have worked together for many years. Chris, who is securities licensed and has the FMA (Financial Management Advisor) designation, participates with Gord in the investment management part of the business, and also oversees administration.

 

ScotiaMcLeod®, a division of Scotia Capital Inc.

Ashley has over 10 years’ experience within the customer relations and corporate communications industry. Ashley got her start in the financial industry as a Senior Customer Service Representative, and has since joined the Deck Advisory Group at ScotiaMcLeod in 2018 as an Administrative Assistant.

ScotiaMcLeod®, a division of Scotia Capital Inc.

As an Estate and Trust Consultant, Tony helps clients preserve and transfer their wealth by providing advice and guidance on estate planning opportunities and facilitating the production of a comprehensive estate plan incorporating professional executor, trustee and attorney for property services.

Tony holds a Specialized Bachelor of Arts degree in Political Science from York University and a Bachelor of Laws degree from Osgoode Hall Law School. He brings to his role over a decade of relevant experience as a lawyer practicing in the areas of estate planning, administration and litigation, supplemented by practical skills and competencies earned by working in small business and as a business owner/ operator himself.

Estate and trust services are provided by The Bank of Nova Scotia Trust Company.

Susan Stefura

As a Total Wealth Planner, Susan 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, Susan collaborates with our team of specialists to develop a customized Total Wealth Plan that is comprehensive, forward-looking, and tailored to help each client reach their financial goals. Through an evolving Total Wealth Plan, Susan works with our clients to help them achieve future success – as they define it.

Susan holds a Bachelor of Arts (Hons.) from the University of Western Ontario. She is accredited as a Certified Financial Planner (CFP®), Registered Financial Planner (R.F.P.), Registered Trust and Estate Practitioner (TEP) and she is a Fellow of the Canadian Securities Institute (FCSI). Susan has been recognized by The Institute of Advanced Financial Planners for ongoing dedication to excellence in the financial planning profession. Susan has also been awarded the FP Canada Fellow distinction for advancing the financial planning profession and embodying FP Canada’s professional standards.

Financial planning and advisory services are provided by Scotia Capital Inc.

As an Insurance Consultant, Fiona is dedicated to delivering insurance solutions unique to you, that will help safeguard you, your family and your business from unexpected events or financial loss. Beyond that protection, Fiona will help optimize your wealth by recommending strategies that will allow you to enhance the wealth you distribute to your family. Whether you are an affluent investor looking to incorporate more tax-efficient investment options into your asset mix, a business owner who requires liquidity to effectively transition your assets and manage competing interests, or simply focused on leaving as much wealth and legacy as efficiently as possible, Fiona can demonstrate how life insurance can help.

While insurance is often overlooked, its benefits are compelling, and leveraging its versatility, Fiona will assess how a well-structured solution can be integrated into your personalized Total Wealth Plan.

Fiona has empowered advisors and their clients since 2005 and joined Scotia Wealth Management in 2019. In the past, she has worked for prominent insurance companies as a regional sales director. Fiona measures her success by how well she supports the value that advisors offer clients. She believes that the foundation of her work is the quality of her relationships. Fiona received a degree in Finance from Peking University and a diploma in Business Administration and Management from Laurentian University. She holds a Charted Life Underwriter (CLU) designation and is Life Licensed in the Province of Ontario.

Insurance services are provided by Scotia Wealth Insurance Services Inc.