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David is a graduate of Bishop’s University and has over 30 years of experience in the finance industry. His credentials include The Professional Financial Planning Course and The Derivatives Fundamentals and Options Licensing Course from The Canadian Securities Institute and culminate with acquiring the Charted Investment Management (CIM) designation in 2016. David provides discretionary investment management to his clients as a Portfolio Manager and uses options strategies to reduce volatility and create income. He prides himself on the strong relationships that he forms with his clients to serve them better.

ScotiaMcLeod®, a division of Scotia Capital Inc.

Melanie joined in 2014 and contributes over 12 years of investment experience to the team. She holds a Bachelor’s degree in Finance from the John Molson School of Business and is a Chartered Financial Analyst (CFA) charterholder. As a portfolio manager, Melanie offers discretionary money management to investors looking to hand over ongoing investment decisions to a professional. Her investment approach involves comprehensive due diligence and research, meaningful discussions on risk, and proactive communication with her clients. Melanie’s prior experience as an options trader has enhanced the team’s risk management process.

In her spare time, Melanie teaches financial literacy workshops at Concordia University. Melanie also volunteers her time with Hockey Helps the Homeless at the annual Montreal tournament.

ScotiaMcLeod®, a division of Scotia Capital Inc.

German brings over 7 years of experience in the industry to the team. His passion for investments led him to join ScotiaMcLeod in 2020 as part of the Wealth Management Associate Program, a highly selective program that prepares individuals for an advisory role. Prior to joining Scotia, German worked at a major bank in departments such as auto finance and retail banking, until his last role as a Manager Personal Financial Services. German specializes in client relationships and investment management. He speaks four languages: English, French, Spanish and Italian, making him a strong asset to the team. German has a Bachelor’s degree in Finance from the John Molson School of Business and obtained the Chartered Investment Manager (CIM) designation, which allows him to act on a discretionary basis for client accounts. He also completed the Financial Planning I & II accreditations amongst others.

In his free time, German dedicates time to his spirituality, friends and has been always an active athlete. He practices Muay Thai and Jiu-Jitsu.

ScotiaMcLeod®, a division of Scotia Capital Inc.

Grace joined the Pietracupa Group in January 2001 and brings over 35 years of industry experience to the team. She is responsible for client servicing and oversees all administrative issues. Grace streamlines the process for her team of advisors as they review client portfolios, and she also maintains the team’s exceptional client servicing offer. She manages the client’s contact system, prepares investment proposals, tax reporting and monitors all client communications.

Grace takes pride in community involvement. She serves as a member of the organizing committee of Hockey Helps the Homeless. She also volunteers with several charity organizations such as Share the Warmth and Chez Doris. 

ScotiaMcLeod®, a division of Scotia Capital Inc.

Karla joined the Pietracupa Group in 2004. Her primary responsibility is to assure the highest level of client service and administration by maintaining the integrity of all client information. As an administrative assistant, Karla provides support in the way of opening accounts, account transfers, managing electronic fund transfers, wire payments, issuing cheques, direct deposits and promptly responding to client inquiries.

Karla volunteers at Share the Warmth and raises funds for JDRF.

ScotiaMcLeod®, a division of Scotia Capital Inc.

Claire brings over 13 years of experience servicing high-net-worth investors in the financial services industry. A graduate of McGill University, Claire’s focus is to provide and deliver a high level of administrative support, responsible for establishing and maintaining client files and documentation. Claire helps to deliver a great client experience by responding promptly to client inquiries and requests.  In her spare time, Claire enjoys outdoor sports and donates her time to local community schools.

ScotiaMcLeod®, a division of Scotia Capital Inc.