Jim Sanderson, HBSc., CFP®, CIM®
Portfolio Manager and Senior Wealth Advisor
Director, Wealth Management
Jim Sanderson is a Portfolio Manager and Certified Financial Planner with more than 30 years of experience in the investment services industry. Through The Sanderson Group, he focuses on building and maintaining wealth for successful individuals and corporations in the aggregate and road building industries across Canada. Jim provides a comprehensive, consultative wealth management approach that is supported by a team of specialists in insurance, banking, trust and estates.
Jim graduated (with Honours) from the University of Windsor earning a Bachelor of Science degree in Geology in 1982. Subsequently, he worked for the Ontario Geological Survey of the Ontario Ministry of Natural Resources and Ministry of Northern Development and Mines. Jim’s understands your business and is an expert in your field.
He is an associate member of the Ontario Stone, Sand and Grave Association (OSSGA), the Ontario Road Builders Association (ORBA), and the Aggregate Producers Association of British Columbia (APABC). Jim is a Chartered Investment Manager, a Certified Financial Planner with the Financial Planners Standards Council of Canada and a Life Licensed Underwriter (Level II). He has completed the Canadian Securities Course, the Canadian Options Course, and through the Canadian Securities Institute, also completed the Professional Financial Planner Course. Jim has been a regular contributor to Money Matters in Rock to Road magazine and has appeared on both radio and TV.
Jim lives in Stratford with his spouse. They have two sons and vacation often on Ontario’s West Coast.
Regional Director, Private Banking
The Bank of Nova Scotia
Dan has worked in finance for almost 30 years. His strengths are in acquisition financing, structured and leveraged credit and both senior and subordinated debt. Each opportunity is explored on a standalone basis and is designed for that specific situation. We work with Dan to manage and help solve your financing issues.
Insurance Consultant, Director
Scotia Wealth Insurance Services Inc.
Jim has worked in finance for nearly 30 years, and has over 20 years of experience as an insurance consultant for several of Canada’s top financial institutions. He offers expertise in developing insurance solutions that allow clients to meet their short-term and long-term goals while complementing their overall financial strategy. Focused in working with High Net Worth and Ultra High Net Worth clients, Jim provides highly personalized recommendations and excellent client care.
Stephen Pietropaolo, CFP®
Senior Financial Planning Consultant
Stephen has extensive experience in the high net worth segment. In his previous roles he has worked with teams of advisors and independently to provide comprehensive financial planning advice for individual and corporate clients for a number of high profile organizations.
Stephen holds a Certified Financial Planner and Chartered Investment Manager designation, the LLQP Insurance license, the Canadian Securities Course, the Conduct and Practices Handbook, and a Certificate in Advanced Investment Advice. He also holds a Bachelor of Commerce Degree (B.Comm) with a major in Financial Services Management.
As part of The Sanderson Group’s team of wealth experts, Stephen will work with you in developing a highly customized and comprehensive financial plan. As part of the planning process, Stephen explores and deploys relevant financial, retirement, tax, estate and risk management strategies to help you reach your financial goals.
Estate and Trust Consultant
Jordana plays a key role in helping clients plan, 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, philanthropy, trustee and attorney for property services.
Prior to joining Scotiatrust, Jordana maintained a private practice with a focus on trust and estate planning and estate administration. She has additional experience in civil litigation, family, real estate and corporate law.