North Toronto ScotiaMcLeod

Responsible for providing investment advice through ScotiaMcLeod, I have been with the Scotiabank Group and have worked in the Investment Industry since 1993.  I am a Certified Investment Management Analyst (CIMA®), a member of the Investment Management Consultants Association (IMCA), and have been a member of the President’s Council and received the Austin Taylor award for excellence within the Financial Industry.

I am also a graduate of the Engineering program at Mount Allison University and at Dalhousie University.  Prior to joining ScotiaMcLeod, I spent 5 years working for a multinational corporation followed by over 15 years as a partner in a smaller firm.

I am committed to a conservative portfolio approach that is aligned with my client’s personal risk profile in order to meet their goals.  I establish and deliver on a personal plan through a disciplined process.  Through this process I closely monitor the portfolio and advise on the required actions to help keep it on track to meet long-term goals. My service approach is to help my clients understand key financial issues through one-on-one discussions, regular reviews, and personalized advice.

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Helen Bokser

Our Team of Experts

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We draw on specialists from across the Scotia Group to deliver a complete financial strategy tailored to your needs and goals.