About us
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Craig MellowWealth Advisor
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Background and ExperienceCraig has been in the financial services business with ScotiaMcLeod since graduating from university in 1998. A Wilfrid Laurier University graduate, Craig has been active in the Waterloo Region his whole life. Craig enjoys the outdoors and spending time with his wife Shannon and three children. Craig specializes in working with individuals & businesses to implement strategies for their investment portfolios. This begins with understanding and analyzing each client’s current financial situation, resulting in a consolidated, cohesive financial strategy.
Wayne SchooleySenior Wealth Advisor
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Background and ExperienceWayne has 15 years experience in the financial services industry. He joined ScotiaMcLeod in 1993 after graduating form Trent University with an honours business degree. Like the rest of the team, he believes in risk management and asset allocation to meet your long-term investment goals. “I want our clients to clearly understand the risk and reward of their portfolio; the upside and the downside. The trust and comfort level that our clients have with us is there because a financial plan is in place, portfolios have target asset allocations and are properly diversified. These are the attributes of successful investing.”
Marc Richardson, CFPSenior Wealth Advisor This e-mail address is being protected from spambots. You need JavaScript enabled to view it (519) 571-3711
Background and Experience
Marc has been a financial services professional for greater than 10 years. Before joining ScotiaMcLeod in 1998 he held a position with Scotiabank. A graduate of Wilfrid Laurier University, Marc has also attained the Certified Financial Planner designation, and currently sits on the Wilfrid Laurier Alumni Board of Directors. Marc crafts personalized solutions for new clients that reflect their individual situations and goals. This includes creating a financial strategy that looks specifically at each client’s need for protection, estate planning, and borrowing and banking.
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