Daran Moxam, CIM, CFP

Portfolio Manager, Director of Wealth Management

Daran MoxamDaran is a Portfolio Manager and a Certified Financial Planner with Moxam Cassio Wealth Management. He has been providing comprehensive wealth management solutions to affluent families, professionals, and business owners for over 15 years. Daran earned an Honours Bachelor of Commerce degree from Laurentian University. He is a Director at ScotiaMcLeod and opened the Sudbury office in 1998.

Daran takes the time to understand our clientís needs and goals, and then develops detailed financial strategies to meet these goals. He has a keen ability to identify and create opportunities for clients and incorporate them into their wealth plan. Whether it is retirement planning, estate planning or proper asset allocation, Daranís experience and knowledge continually adds value to our clients.

Daran and his wife Christine have three daughters. When not spending time with his family, he stays involved in the Sudbury community by sitting on various boards and coaching girlís hockey.

John Cassio, CFA, CFP

Portfolio Manager, Director of Wealth Management

John CassioJohn is a Portfolio Manager, Certified Financial Planner and a holder of the Chartered Financial Analyst designation. He graduated with his Honours Economics degree, from the University of Waterloo and has over 20 years experience in the investment field. He began his career as a research analyst in Toronto, where he developed his disciplined process for equity analysis. Returning to Sudbury in 1993, John has focused on providing comprehensive wealth management solutions to affluent families, professionals and business owners. Johnís knowledge in equity research and analysis is an asset to our clients. His primary focus is on the analysis, construction and management of our clientís investment portfolios.

John and his wife Mary have two sons who are actively involved in sports. In his leisure time, he enjoys golfing, skiing, snowboarding and spending time at the lake.

Andrew Coulombe

Investment Associate

Andrew joined ScotiaMcleod in 2014 and has been working in the financial service industry since 2011. Andrew is a graduate of Western University, holding a degree in Business Management and Organizational Studies, with a specialization in finance.  He is currently working towards his Chartered Investment Manager (CIM) designation and will complete his Masterís Degree in Business  Administration (MBA) this summer.  Andrew supports both Daran and John in providing high level client service as well as portfolio strategy and execution.

 

Jennifer Manarin, B.A.

Senior Associate

Jennifer ManarinJennifer joined ScotiaMcLeod in 2002. She is a graduate of Laurentian University with over 20 years of financial industry experience. Jennifer is committed to providing the highest quality of service to our clients. Her primary responsibility is to handle all client inquiries with regards to cash management, security transactions and portfolio development Jenniferís attention to detail helps to ensure a high level of client satisfaction.

Sylvie Bloom

Senior Associate

Sylvia BloomSylvie joined ScotiaMcLeod in 2003 after a successful career in the Retail Industry. In 2010, she joined the Moxam Cassio team. Sylvie works closely with Daran and John in implementing our annual client reviews. Her knowledge of our portfolio management systems ensures clients receive accurate, timely information regarding their accounts. Sylvie is also the key point of contact for certain clients while implementing our investment strategies. Her experience, skill and charisma provides our clients with excellent service.

Diane McGlade

Administrative Assistant

Diane McGladeDiane joined ScotiaMcLeod and the Moxam Cassio team in 2013.  She joins us after 23 years of outstanding service with Scotiabank.  Dianeís focus is to provide outstanding customer service to our clients and ensure each client experience is enjoyable and rewarding. Diane handles all administrative duties and technical support for Moxam Cassio. If you have any administrative inquiries, or would like to book an appointment, please call Diane.


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® Registered trademark of The Bank of Nova Scotia, used under licence. ™ Trademark of The Bank of Nova Scotia, used under licence. Scotia Wealth Management™ consists of a range of financial services provided by The Bank of Nova Scotia (Scotiabank®); The Bank of Nova Scotia Trust Company (Scotiatrust®); Private Investment Counsel, a service of 1832 Asset Management L.P.; 1832 Asset Management U.S. Inc.; Scotia Wealth Insurance Services Inc.; and ScotiaMcLeod®, a division of Scotia Capital Inc. ("SCI"). Wealth advisory and brokerage services are provided by ScotiaMcLeod, a division of SCI. Insurance services are provided by Scotia Wealth Insurance Services Inc., the insurance subsidiary of SCI. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Underwriters (Financial Security Advisors in Québec) representing Scotia Wealth Insurance Services Inc. SCI is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Moxam Cassio Wealth Management is a personal trade name of Daran Moxam and John Cassio.

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