Bernard St. Lewis

Board Member

With over 25 years of experience in the financial services industry, Bernard is actively focused on providing discretionary investment management and wealth planning services to high net worth individuals and families, estates & trusts, and charitable and business organizations. He is particularly focused on those with a more complex financial situation- be it for business succession, innovative borrowing, charitable giving or investment management. His leadership roles have included leading the Scotia Wealth Management Private Investment Counsel Ottawa region team.

Bernard is a graduate of the University of Ottawa, with a Bachelor of Commerce degree majoring in Finance. On a professional level, he has pursued various courses of study and earned the Chartered Financial Analyst (CFA) designation. He is also a holder of the Certified Financial Planner (CFP) and Fellow of the Canadian Securities Institute (FCSI) designations.

Bernard has managed funds for several health care organizations in eastern Ontario, and has been a guest speaker and panelist on the topics of investment policy design and advanced asset allocation for the Canadian Association of Gift Planners annual conference and the Private Wealth Canada Forum.