The Black-Stratton Group

Neil and Michael joined ScotiaMcLeod in 1997 and bring with them 25 years of combined experience in the investment services industry. They will help you assess your whole financial picture, including your investments, banking needs, borrowing requirements and protection planning. With this total financial approach, Neil and Michael will help you achieve peace of mind by providing trusted advice and personalized solutions to meet with your financial goals.

 

As your ScotiaMcLeod advisors, Neil and Michael will work closely with their team of professionals and specialists to provide you with the total financial solutions you require to help reach your overall financial objectives and personal & business needs.

In addition to 11 years of practical knowledge, Neil has a degree in Economics from the University of Toronto and has achieved the Canadian Securities Course and the Professional Financial Planner Course through the Canadian Securities Institute. Neil is a Certified Financial Planner with the Financial Planners Standards Council of Canada and Licensed Life Underwriters (Level II).

 

Michael and Neil have been members of ScotiaMcLeod’s Presidents Council for 5 and 6 years respectively. ScotiaMcLeod’s Presidents Council recognizes the top performing advisors in the firm and their commitment to outstanding client service. Additionally, Neil is a member of the ScotiaMcLeod Advisory Board, which provides advisor feedback to the management of the firm to ensure that advisors have all the tools they need to do the best job in managing the financial interests of their clients. Neil lives in Newmarket with his spouse Lisa and their two daughters Madelyn and Julia.

 

 

In addition to 11 years of practical knowledge, Michael has achieved the Canadian Securities Course and the Professional Financial Planner Course through the Canadian Securities Institute. Michael is a Certified Financial Planner with the Financial Planners Standards Council of Canada and Licensed Life Underwriters (Level II).

 

Michael and Neil have been members of ScotiaMcLeod’s Presidents Council for 5 and 6 years respectively. ScotiaMcLeod’s Presidents Council recognizes the top performing advisors in the firm and their commitment to outstanding client service. Michael lives in Toronto with his spouse Catherine, his daughter Jessie and sons Jamie & Julian.

 

Representing the team in Alliston, Ontario; John creates and implements financial plans, which align investments with his client’s financial goals while considering the appropriate risk. John uses a six-step process, which starts with understanding the clients’ needs & goals and ends with a regular monitoring and review process. John uses a variety of products and services to accommodate his clients.

 

John is married with two grown children and currently lives in the South Simcoe area. He serves as a Director on the Board of The Gibson Cultural Centre Corporation and is a member of The Rotary Alliston Club.

 

Please click this link to contact John.

Robert is an Investment Associate with ScotiaMcLeod and has been an integral part of the Black & Stratton practice for 9 years. Robert spends the majority of his time focusing on managing client portfolios and identifying, assessing and implementing suitable investment strategies for clients.

 

In addition to graduating with distinction from York University, Robert is a Certified Financial Planner, holds the Canadian Investment Manager (CIM) designation and has been awarded the Fellow of the Canadian Securities Institute (FCSI) – the highest designation within the Canadian Investment industry.

 

Robert is an active member of his community and has recently served on the Board of Directors for Hospice Vaughan.

 

Brian works in close collaboration with Michael and Neil focussing primarily on the preparation and implementation of comprehensive financial plans, review of client portfolios, and professional customer service.

 

Brian is married and has a young son. He has been in the financial industry since 2000 and joined the Black Stratton Group in 2006. He graduated from the University of Western and currently holds the following industry designations: Financial Management Advisor (FMA), Fellow of Canadian Securities Institute (FCSI), Chartered Strategic Wealth Professional (CSWP).

 

With 8 years industry experience, Maria helps design and monitor client accounts with prompt and efficient handling of all administrative issues.

 

Maria was born and raised in Toronto. Maria joined the financial industry and ScotiaMcLeod in September 1999. She works primarily with Michael Black and became a part of The Black-Stratton Group in 2001. Maria has achieved the Canadian Securities Course (CSC) and the Conduct & Practices Course (CPH).

 

Maria's focus is delivering superior client service while handling trading activity and client inquiries.

 

Please click this link to contact Maria.

With 22 years industry experience, Vicki helps design and monitor client accounts with prompt and efficient handling of all administrative issues.

 

Vicki has been with ScotiaMcLeod for 22 years and a part of The Black-Stratton Group since 2004. Vicki’s primary responsibilities are customer service and general client inquiries. Vicki also handles documentation, cheque request, administration and creating a good client experience.

 

In her off time she enjoys spending time with her young family.