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Our commitment to constant professional development helps ensure that you will
reach your most important financial and lifestyle goals.
Pamela Dries, CFP, CDFA
Senior Wealth Manager
Pamela
has more than 24 years experience in the financial services
industry. Her career began in banking, gaining valuable insight
via positions in both Private and Commercial Lending as well
as managing potentially insolvent accounts. Pamela was licensed
as a full service Wealth Advisor over 16 years ago. Pamela
earned a Bachelors degree focused on economics, the Certified
Financial Planner designation as well as the Level 1 and Level
2 Insurance License. In addition to the CFP designation, Pamela
is a Certified Divorce Financial Analyst. This allows her
to advise families on the financial matters involved with
separation and divorce. Her extensive financial industry experience
enables her to provide clients with prudent and knowledgeable
advice. Pamela is Treasurer of her Toronto neighbourhood Rathnelly
Day Association Committee. Married and the proud mother of
two boys, Pamela lives an active lifestyle enjoying family
time at their country home near Creemore, Ontario where they
are members of Devil's Glen Ski club and Mad River Golf Club.
Stuart M.C. Smith, FMA, CIM, FCSI, CFP, CIMA
Senior Wealth Manager, Associate Portfolio Manager
Stuart
has been a Wealth Manager for over 10 years and partner with
the Dries/Smith group since 1999. He ran a successful private
business during university, and joined the financial industry
after graduating with an Honours degree in Commerce. Stuart
has successfully earned the designations: Financial Management
Advisor, Canadian Investment Manager, Certified Financial
Planner, Certified Investment Management Analyst, and Fellow
of The Canadian Securities Institute and holds the Level I
and Level II Insurance License. Stuart is also licensed in
Options and Futures. In addition, Stuart is now a Discretionary
Portfolio Manager offering accounts in excess of $1 million
the most convenient wealth management service available. Stuart
is licensed in Ontario, Alberta, Newfoundland and BC, as well
as Florida and South Carolina. Stuart is an accomplished pilot,
a member of Big Brothers, a board member of the Canadian Special
Olympics' Motionball fund-raising arm, President of the St.
Andrews Old Boys Association, Co-President of the 12 Mile
Lake Owners Association and father of two Jordyn and Zachary.
He occupies his free time with squash, running, skiing, triathlons,
golf and piloting his Cessna 172 to his cottage in the Haliburton
Highlands.
John Boast
John has been with the Scotiabank Group for more than nine years. After several years working within Scotiabank, he joined the Dries/Smith group in March of 2005. John has successfully completed the Canadian Securities Course, the CPH course, as well as a degree in Economics from the University of Waterloo. John is the second private pilot within the Dries/Smith Group. John is married with one newborn daughter. He enjoys spending as much time with his family as possible. John assists clients with all administrative matters, and looks forward to helping clients with questions of any kind.
John Michael Durrant
John
Michael is our Insurance specialist. John Michael joined ScotiaMcLeod in 2002, holds
an Honours degree and has over 15 years' experience in the insurance field. Within
the Dries/Smith Group, John Michael focuses on tax-driven insurance strategies and
estate planning. We assist high net worth individuals, entrepreneurs and
business owners in meeting their specific goals for building, preserving and passing
on their wealth. Where appropriate, these strategies can include tax-sheltered accumulation,
enhanced income, reductions of estate tax, and elimination of deferred embedded tax
in privately-held companies
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