Polsinelli Financial Advisory Group · Scotia Wealth Management

Welcome

Polsinelli Financial Advisory Group is a premier financial planning, advisory, and wealth management team at Scotia Wealth Management.

For all aspects of your financial management and advisory needs, our team can customize advice, unwind all the issues and complexities that you and your family may have, and then help you make the right decisions. We take the headaches out of managing your wealth while providing the care and attention needed to help you and your family with the complexities of financial and life-changing events.

As you make progress towards achieving your goals in life, you may discover your financial situation becoming increasingly complex and hard to manage. When you reach this stage and require professional advice and assistance with financial decisions and the management of your wealth, we can help.

About Scotia Wealth Management

Meet our team

We work with you to determine the right investment strategies to help you invest your hard-earned wealth today and for the future.

Jason Polsinelli, MBA, PFP, STI, FDS, CIM Senior Wealth Advisor, Portfolio Manager

Jason, head of the Polsinelli Financial Advisory Group, has worked in the financial services industry for more than twenty two years and has been recognized as one of the industry’s leading financial planners in Canada. He has also been awarded and recognized by the industry and his peers for his expertise in the financial services arena. In 2015 he was a finalist for Advisor of the year, Multi-service Advisor of the year, and Community Service effort of the year. He manages wealth and provides financial and expert advisory services to High Net worth Families, Corporate Treasuries, Business Owners, and Health Care Professionals. His career has taken him through the different facets of the financial services industry including banking, financing, insurance, cash management, financial planning and wealth management. Jason is a graduate from York University, specializing in International Political Economy, followed by an MBA at Dalhousie University. He has also attained many specialized designations including, Personal Financial Planning, Specialist of the Trust Institute, Chartered Investment Management, Chartered Financial Divorce Specialist, and a Diploma in paralegal studies. He is also a licensed insurance agent in the province of Ontario.

Jason is a strong advocate for community building in the City of Vaughan. He has consistently dedicated his personal time to charitable causes and events in his community especially in the area of education, Arts and Culture, Special needs youth and the environment.

ScotiaMcLeod®, a division of Scotia Capital Inc.

Franca DiBartolomeo Administrative Associate

Franca has been working closely with clients in the wealth management industry for twenty years. Franca has been recognized on numerous occasions by her peers for her care and attention to detail. She brings a tremendous amount of experience and superior customer service skills to the team. Franca maintains documentation, ensures compliance needs are met and handles the general day to day administration and transactional needs for clients. She works closely with clients and their professionals for statement requests, tax slips, and any other specific requirements to help simplify a client’s annual reporting needs. She has completed the Canadian Securities Course and Conduct and Practices Handbook course offered by the Canadian Securities Institute. Franca also continues to upgrade her skills finding new ways of improving client experience.

ScotiaMcLeod®, a division of Scotia Capital Inc.

Bruno Persichilli Private Banker

I believe that taking the time to truly understand my clients’ needs and building deep relationships with them are at the forefront of providing sound financial advice. In order to support their financial goals, high-net-worth individuals and families deserve a highly specialized approach to planning and executing strategies.

With more than 20 years of experience in the financial services industry, I have proven expertise in advisory, debt and equity financing, as well as business planning. Pairing my unique banking and business ownership experience has allowed me to work closely with families who require specialized planning and custom debt strategies, while maintaining the utmost respect for my clients’ time so they can devote more attention to their business and family.

I hold great pride in understanding my clients’ personal and professional goals by identifying opportunities that turn ambitions into reality. I believe this makes me the right choice for clients seeking a Private Banker who always has their best interests and quality of service in mind.

Private Banking, The Bank of Nova Scotia

Mario Cutone Associate Director and Team Lead

I have more than 20 years of banking experience across the retail and commercial banking segments. Over that time, I have observed a general gap in the marketplace as some bank customers aren’t getting the advice and solutions they need to succeed in this everchanging economic landscape. I am always committed to staying true to my core values of treating clients with respect and ensuring all decisions are made with their best interests at heart.

My areas of expertise include structuring customized personal and holding company debt solutions by leveraging my extensive experience in diverse industries with mergers & acquisitions, management buyouts, as well as real estate portfolio structuring.

As a trusted partner to my clients, I take a holistic and proactive approach to providing financial advice and helping my clients save time and money. I work with a team of subject matter experts to deliver superior advisory services. With my proven track record of developing tailored strategies, I can effectively help my clients achieve their financial goals.

Private Banking, The Bank of Nova Scotia

Our services

couple walking on the beach

We focus on providing wealth management solutions in addition to our core investment management services.

We have a disciplined philosophy and process rooted in real world knowledge and experience with outcomes designed to stand the test of time and markets.

Total Wealth Planning

Total Wealth Planning is more than generating a basic financial plan. It begins with gaining a deep understanding of your entire financial picture, your immediate needs and your goals for the future. Working together with our team of specialists, who offer fresh perspectives and can help discover new possibilities, your Wealth Advisor will act as your financial partner, to help you navigate your Total Wealth Plan that will guide your financial decisions and evolve as life changes. This process of developing your Total Wealth Plan can help you realize your dreams and achieve future success, however you define it.

Services at a glance

Total Wealth Planning From Scotia Capital Inc.	Help identify life priorities Facilitate collaboration among team of specialists Propose strategies aligned to goals and each other	Design integrated roadmap to structure, protect, transfer and enhance wealth
Investment Management From ScotiaMcLeod,® a division of Scotia Capital Inc.	Managing investments with advice and solutions Diversification and portfolio balancing	Risk analysis Market research
Insurance Solutions From Scotia Wealth Insurance Services Inc.	Risk management Wealth optimization Tax-efficient strategies	Asset diversification Family legacy resolution
Estate and Trust Services From Scotiatrust,® The Bank of Nova Scotia Trust Company	Will and estate planning Philanthropic advisory services	Trust management Leaving a legacy
Private Banking From Private Banking, The Bank of Nova Scotia	Strategic borrowing solutions Transactional banking support Leading-edge concierge and travel management service	Personalized, customized and attentive service
Business and Family Advisory Services From Scotia Capital Inc.	Business transition planning Contingency planning Inter-generational wealth planning	Family governance and strategies

Our process

Latest news

Youth Bocce Regional Tournament

March 5, 2024

Shout out to Cardinal Carter High School for winning a trophy at the Youth Bocce Regional Tournament held in Maple. It was an awesome day of fun and competition with 10 teams from different schools in York Region. We continue to be long standing supporters and sponsors of this wonderful organization that facilitates and promotes inclusion and diversity through organized Bocce tournaments for special needs youths.