Partners

Jamie Burak – Associate Director, Senior Wealth Advisor

Jamie Burak graduated with a Bachelor of Arts Degree in Business from the University of Western Ontario. He began his career in the financial services industry at RBC Dominion Securities, where he and business partner Mark Hannon quickly gained repute as two of Montreal’s most adept young investment advisors. They moved to ScotiaMcLeod in 2001 and have since distinguished themselves as two of McLeod’s most senior and trusted investment advisors. Mr. Burak became an associate director of the firm in 2007.
Mr. Burak helps to drive the group’s security selection process on the portfolio management side. With an unparalleled understanding of the global futures market, he works to develop short-term solutions for our clients using exchange-traded futures contracts.
Mr. Burak donates his time to several social causes, sitting on the board of some of Montreal’s most important non-profit organizations.

Mark Hannon – Associate Director, Senior Wealth Advisor

Mark Hannon graduated with a Bachelor of Commerce Degree from Concordia University. He has become renowned in the Montreal investment community for his ability to function as the quintessential life advisor. Mr. Hannon’s professional network includes some of the city’s most respected tax accountants, business and family lawyers, and real-estate agents. With his holistic and big-picture approach to investments, he meets with each and every one of the group’s clients to assess and offer advice concerning their financial planning, estate, and insurance needs. Mr. Hannon became an associate director of ScotiaMcLeod in 2007.
Mr. Hannon is dedicated to several social causes and as such, is an active board member on a number of Montreal’s educational institutions.

Ari Brojde, CIM, DMS – Wealth Advisor

Ari Brojde graduated with a Bachelor of Arts Degree from Simon Fraser University. He joined Mr. Burak and Mr. Hannon as partner in 2007, bringing to the group a sophisticated knowledge of global derivative markets. A recipient of the Canadian Investment Manager designation from the Canadian Securities Institute, Mr. Brojde meets with the group’s clients to identify and measure risks in their investment portfolios and helps to develop options and futures strategies to manage these risks. With his training as a Derivatives Market Specialist, Ari works with corporate clients to devise complete risk management solutions for their businesses. Mr. Brojde also uses his understanding of market fundamentals to create investment solutions for clients wishing for long-term exposure to historically uncorrelated asset classes such as commodity, interest rate, and currency complexes.
Mr. Brojde sits on the board of several non-profit community and post-secondary educational organizations.

Walter Golfman, FCSI – Wealth Advisor

A Bachelor of Commerce graduate from McGill University, Walter began his career in the financial services industry as a Chartered Accountant.  A Fellow of the Canadian Securities Institute with over 14 years experience as a ScotiaMcLeod wealth advisor, Walter brings to the group a host of knowledge and expertise in all matters financial based on his financial and business background. Fully insurance-licensed, Walter engages in traditional portfolio management strategies and meets with each and every one of the group’s clients to assess and offer advice concerning their financial planning, estate, and insurance needs.