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Scotia Wealth Management
Markham

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Private Banking

Private Banking

We recognize that your wealth story is uniquely yours. How you manage its complexities to achieve your financial goals is something we care about as much as you do. At Private Banking we offer strategic borrowing solutions, customized banking support and a leading-edge concierge and travel management service.

With your dedicated Private Banker and support team we are ready to ensure your needs are considered with care and tailored to your preferences. And, along with the expertise of our experienced credit specialists, we can ensure your customized line of credit* is in place so you can act quickly and easily to maximize your opportunities, without unnecessary trade-offs.

*All credit products are provided by The Bank of Nova Scotia and are subject to approval. Terms and conditions apply.

Private Banking

When I joined Scotiabank in 2015, I began in the Small Business segment and was an Advisor and Relationship Manager for seven years. Then I transitioned to Private Banking, where I’m currently a Senior Associate Private Banker.

My primary responsibility is to provide efficient and accurate service while supporting the Private Bankers as they advise their clients. With every customer interaction, I commit to offering “white glove service,” which includes prompt responses to questions or concerns that our clients may have. I also coach my associate team and continually promote the need to deliver the type of elevated experience that Private Banking clients expect and deserve.

Going above and beyond is woven into the fabric of my client service model. Having worked in customer service for 20 years, I enjoy the challenge of curating a rewarding experience where clients can focus on their own lives and trust that I will execute every task efficiently and accurately.

I hold a Bachelor of Arts degree (Honours) in Communication, with a minor in Business/Marketing from Ontario Tech University (formerly known as UOIT).

Private Banking, The Bank of Nova Scotia, *Mutual Funds Representatives with Scotia Securities Inc. distribute mutual funds at Scotiabank branches.

Jack Lin

I’ve had a strong focus on the private banking segment for much of my career in the financial services industry. Before joining Scotia Wealth Management in my current role as a Private Banker, I spent 13 years working at a large multinational bank, with seven of those years dedicated to private banking clientele.

Given my deep background in meeting the unique needs of high-net-worth clients, in 2018 I was recognized with an award for achieving the top 1% of business performance among my peers worldwide. I have built extensive relationships within the private banking market, which has expanded my industry knowledge while providing me with a strong network of specialists I can call on to offer professional support to help my clients reach their financial goals.

Over the years, clients have been drawn to my financial expertise and strong customer service focus, plus my fluency in English, Mandarin, and Cantonese allows me to communicate effectively with a broad range of clients.

Academically, I earned a Bachelor of Arts degree from the University of Toronto. In my spare time, you can find me cheering for the Los Angeles Lakers and New York Yankees or traveling abroad and experiencing different cultures.

Private Banking, The Bank of Nova Scotia

After spending four years at a major international bank, I joined Scotiabank in 2012 as a financial advisor within the retail segment. In 2017, I transitioned to Private Banking.

Given my 15+ years in financial services, I can provide investing and credit advice to my clients. My background in lending allows me to understand complex ownership structures and create innovative lending solutions. I also use strategic leveraging to empower clients to seize time-sensitive opportunities without needing to sell existing holdings.

I’m resolutely focused on helping my clients succeed. I believe the key to keeping clients satisfied is to put their interests first and add value for them. My fluency in English, Mandarin and Cantonese means I can often communicate with clients in a language with which they’re most comfortable.

My educational background includes a Bachelor of Commerce degree from University of Melbourne (Australia) and a Bachelor of Arts degree from Beijing Normal University. I hold the Certified Financial Planner designation.

 

Private Banking, The Bank of Nova Scotia, *Mutual Funds Representatives with Scotia Securities Inc. distribute mutual funds at Scotiabank branches.

As a Private Banker and credit strategist, I create customized borrowing solutions for my clients, advising them how to use debt strategically and creatively as a powerful tool in growing their wealth. I bring more than 10 years of banking and financial services experience to my role, having been a private client relationship manager at a major international financial organization, in addition to other commercial and corporate banking roles.

Truly understanding each of my client’s unique financial circumstances and goals is of the utmost importance to me. My clients know me to be professional, reliable, and genuine in all aspects of the relationship and value my responsiveness and proactivity to their needs. Given my deep and diversified background, I provide clients with comprehensive, value-added solutions specific to day-to-day banking, investments and customized lending, commercial and corporate banking.

I’ve earned a Master of Finance degree from St. Mary’s University, and hold the Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM) designations.

I am fluent in English, Mandarin and Cantonese.

Private Banking, The Bank of Nova Scotia

Eric Wong

As a Private Banker, I provide my clients with custom credit solutions and personalized service for their day-to-day banking needs. In 2014, I joined Scotiabank as a Small Business Advisor, holding progressive roles as the district’s top-performing business advisor before transitioning to Assistant Manager. Previously, I enjoyed 15 years of leadership and management experience as Head of Sales & Marketing within Malaysia’s high-end real estate development market, spearheading and launching numerous successful marketing campaigns. I draw from this diverse experience in management, investments and lending, and business banking when creating comprehensive, creative financial solutions for my clients.

I have a proven track record of delivering strong results and building strategic partnerships. Clients appreciate my commitment to professionalism and the importance I place on nurturing trusting, long-term relationships. These dedicated relationships allow me to tailor the solutions and advice I provide for each of my client’s unique financial needs. I am supported by a strong team of Private Banking professionals and often partner with specialists across the Bank to support my client’s total wealth goals.

I earned a Master’s Degree in Business Administration from University of Ballarat, and am fluent in English and Cantonese.

Private Banking, The Bank of Nova Scotia

Kelvin started his career at Scotiabank in 2015 as a Financial Advisor. He joined Scotia Wealth Management as an Associate Private Banker to continue his passion for helping clients become better off. His banking experiences include helping customers improve their financial situation through financial planning with a focus on the client experience.

Kelvin holds a Bachelor of Business Administration Degree from the University of Toronto, with a Specialist in Management and Finance. His hobbies include Wushu Chinese Martial Arts, travelling, and Scuba diving.

Private Banking, The Bank of Nova Scotia

Eugenia Ngiam

Eugenia is responsible for managing banking relationships at Scotia Private Banking. She has been with the Scotiabank Group since 2001. She has worked in the financial industry since 1994 and in the wealth management area since 1998.

Eugenia is an honours graduate of the Bachelor of Accountancy program from the University of Singapore. She holds the Certified Internal Auditor designation and has completed the Canadian Securities Course and the Professional Financial Planning Course, through the Canadian Securities Institute.

Eugenia is fluent and English and Mandarin.

Private Banking, The Bank of Nova Scotia