Mohit (Mo) Vikrant, CFP, CIM, FCSI · Wealth Advisor, Associate Portfolio Manager

Mo provides a superior client experience by incorporating credentials, expertise, and fifteen years of experience into his Wealth Management approach. Mo joined the industry in 1996, and has been with ScotiaMcLeod since 1999. In addition to earning the Certified Financial Planner (CFP) and Canadian Investment Manager (CIM) designations, Mo is a Fellow of the Canadian Securities Institute (FCSI) and places great emphasis on adhering to the highest ethical standards. He is also Life Insurance, Disability Insurance and Options licensed. 

Mo is part of a select group of advisors nationwide that meets the criteria for ScotiaMcLeod’s Managed Portfolio Program. As a licensed portfolio manager, he is able to make investment decisions with discretion on his client’s behalf.  This designation was awarded based on Mo's sound business ethics, proven investment management and his commitment to continued education.  

His business was founded on the ideal of offering an unparalleled Wealth Management experience. By combining an elite level of expertise with a commitment to client service, Mo is able to provide private clients/families and business owners a superior, comprehensive and disciplined financial roadmap.

Throughout his fifteen years in the industry, Mo has made it a point to critically examine the evolving role of the Wealth Advisor. In a time of global market instability, 24/7 financial news channels and literally thousands of online sources of information, he feels it is the role of the advisor to eliminate the noise – to provide clients with timely, but more importantly relevant, advice and recommendations. Helping you look beyond the headlines to see what really applies to your unique situation helps keep you focused on your financial goals.

Born in Halifax, Mo has lived in several countries around the world and travels extensively, lending him a unique perspective into the investment and financial needs of clients based in Canada and abroad.

Mo is also an active member of the community. He is the Captain of the ScotiaMcLeod Fixed Floaters dragon boat team and a firm supporter and fundraiser for SOS Children’s Villages Canada. Mo also serves on the board of the Toronto Vintner’s Club.

James Woodruff · Administrative Associate

James is a graduate of the University of Waterloo, where he earned a Bachelor of Arts degree in Economics, and is a Licensed Investment Representative. James is dedicated to providing an unparalleled level of client service and handling all administrative issues. James is also a member of the ScotiaMcLeod Fixed Floaters.

Maddy Marchese · Insurance Specialist

Maddy joined ScotiaMcLeod in June 2002 and has more than ten years of experience in the insurance industry. Her mandate is to provide fully integrated insurance strategies that complement each client’s situation in meeting their specific goals for building, preserving and protecting their wealth.

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