Gina Scola
With almost 20 years of financial industry experience, Gina Scola's focus is on the creation and implementation of wealth management solutions for the affluent community. As a member of the CI Financial group of companies since 2006, Ms. Scola specializes in discretionary investment management and comprehensive wealth planning services. Prior to joining CI Private Wealth, Ms. Scola was Senior Vice-President of Knight Bain Private Counsel. She also previously held the role of Vice-President, Investment Services and Associate Portfolio Manager at a prominent investment counsel firm. From 1993 to 2001, Ms. Scola was Director of Investment Services at a major Canadian financial institution, and an eight-time recipient of the President's Award for her outstanding performance during her tenure. Ms. Scola is a Portfolio Manager who holds the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations, and is experienced on insurance matters. She also holds a Bachelor of Arts (Hons) degree from the University of Toronto. Ms. Scola has been featured in several regional and national business publications. In addition, she was highlighted in the 2003 book Made in Canada: The Italian Way, as one of 32 successful Canadian entrepreneurs of Italian origin.
Eric Lauzon
Significant changes are occurring in an increasingly complex and regulated financial world. Over the last few years, advisors have been challenged with the new reality of our economic landscape. At Assante, we understand what it takes to overcome these challenges. Our solution is a complete wealth management practice.
I joined Assante in 2007 and work in our Montreal office. My objective is to help you grow your business. Together, we can implement efficiencies and create personalized wealth plans for your clients by leveraging expertise from our network of investment analysts, portfolio managers, lawyers, accountants, estate and insurance specialists, wealth planners, and banking and mortgage specialists. My background in marketing research, combined with my experience as a wholesaler and sales manager, gives me a unique skill set to help you express and promote your value proposition.
