Leanne Teston Senior Financial Planning Consultant

Background and Experience

Leanne has extensive experience providing financial planning advice to clients with complex and sophisticated needs and goals. She draws on the breadth of expertise that she has developed over her 12 years in the financial sector.

Leanne holds the Certified Financial Planner designation and the Financial Management Advisor designation through the Canadian Securities Institute.

Providing customized financial solutions

Using a disciplined and analytical planning process, Leanne can work with you and your advisor to develop a highly customized and comprehensive financial plan. As part of this planning process, Leanne explores relevant financial, retirement, tax, Will and estate strategies. Your financial plan will identify specific gaps and opportunities to help you establish and achieve your goals in line with your priorities.

Drawing on the expertise of the Scotiabank Group

Your Financial Planning Consultant is engaged in the development of your individual plan and provides objective advice as a member of the Financial and Estate Planning Group. With access to other professionals integral to your strategy, the Group is able to examine your entire financial situation and recommend a highly tailored solution.

Tom Fernandez Insurance Consultant

Background and Experience 

Tom joined ScotiaMcLeod in April 2000, and has 18 years experience working in the estate and financial services industry. He has extensive knowledge in both personal and corporate estate planning. Tom is an Associate Director of ScotiaMcLeod, and serves on an advisory board for Manulife Financial, one of Canada's leading insurance providers. He holds a Bachelors Degree from Laurentian University specializing in Economics.

Tom has two children Julia and Ben, and has been married for the past 20 years to his wife Vesna. Tom is an avid cyclist and enjoys working in his community, where he coaches minor league hockey and soccer, and donates his time to the Heart and Stroke foundation.