Who We Are

In the business since 1999 and offering a vast educational background, I offer a team-based approach to work with you on your complete financial needs and provide superior service for your individual situation.

My team’s diverse and extensive knowledge allows us to identify and provide value-added opportunities and strategies to help you meet your financial goals.

 Jolene Laing, CIM, FCSI
Associate Portfolio Manager, Branch Manager
(604) 535-4733
jolene_laing@scotiamcleod.com

I have been in the financial services industry since 1999, after completing an Associate in Commerce Degree with a major in Finance from Malaspina University in Nanaimo.

Working with Fidelity Investments, I gained great knowledge in mutual funds and portfolio management.  In 2005, I decided to join ScotiaMcLeod to offer my clients a full service investment experience.  I have continued my education throughout my career and have attained the Canadian Investment Manager (CIM) designation and the coveted Fellow of the Canadian Securities Institute (FCSI) designation. The FCSI is recognized as the highest honour in the financial services industry.

I work directly with clients to provide investment management, financial planning and estate planning services.  I am licensed as an Associate Portfolio Manager, which allows me to offer Discretionary Investment Management services to my clients, and I am also the Branch Manager for the White Rock branch of ScotiaMcLeod. 

Working as the team leader, it is my job to ensure that your complete financial health is in the best shape possible.  At times I will enlist the help of members of my specialized team of experts to aid in delivering the best advice possible.  Working with clients to build and protect their wealth an income is my utmost priority.

Jamie Wilson, Certified Life Underwriter
Advisor, Insurance Consultant
(604) 737-3526
jamie_wilson@scotiamcleod.com

Working as my partner with ScotiaMcLeod Financial Services, Jamie offers risk management solutions for clients.  With the ability to do business with over a dozen insurance companies in Canada, Jamie can provide advice and information on products such as Term and Whole Life Insurance, Estate Bonds, Long Term Care and Disability Insurance.  For the business owner, he can help with Key Man Insurance and other protection strategies.  For the property owner, we can look at solutions to help pass commercial and vacation properties to the next generation by taking into account the tax burden that occurs at the death of the owner.  Jamie has been a great part of my team since 2007.

Kathy Kushner, PFP, CFP
Senior Financial Planning Consultant                                                                                                         (604) 718-7133
kathy_kushner@scotiamcleod.com

Also working with Kathy since 2007, she is an invaluable asset to my team as a Financial Planning Consultant.  Kathy works with myself and my clients to produce in depth financial plans that incorporate all aspects of life planning including taxation, estate planning, insurance analysis and growth and income projections.  The financial planning process is an important value added service that many high net worth individuals ignore.  It is our goal to ensure that all bases are covered for clients.

Lara Hein, PFP, STI
Financial Consultant                                                                                                                                  (604) 868-8180
lara_hein@scotiamcleod.com

Lara has been an important member of my team since I first joined ScotiaMcLeod and specializes in Will & Estate Planning with my clients.  Lara is part of Scotia Private Client Group, and she has helped many clients work through potential estate complications by offering services like Corporate Executorship, Trustee Services and Will & Estate Planning.  Lara’s expertise in the taxation and estate flow-through areas are unparalleled and her services have been instrumental in ensuring that client’s estates are set up exactly as they wish.  Lara lives in White Rock with her son Matteo and husband Serge.