Alison Marsh - ScoitaMcLeod

Alison Marsh - ScoitaMcLeod, a Toronto-based financial advisory firm, offers personalized wealth management, estate planning, and investment strategies tailored to individual and family goals. With expertise in multi-generational wealth building, the firm serves affluent clients, including family offices, foundations, and high-net-worth individuals, through a holistic approach that integrates financial, estate, and investment planning. The team, led by Alison Marsh and including Daniel, a wealth and succession planning specialist, and Holly, an estate and trust consultant, leverages their combined legal and financial backgrounds to provide comprehensive, client-centric solutions. Their services encompass total wealth planning, advanced estate strategies, and sophisticated investment advisory, supported by a network of Scotia Wealth Management professionals, ensuring clients' assets are managed and transferred efficiently across life stages.