About
Jonathan Schultz, a wealth advisor affiliated with Scotia Wealth Management, serves professionals, entrepreneurs, and retirees in Peterborough, Ontario. He partners with clients to clarify financial objectives, devise retirement strategies, and construct tailored portfolios that generate income. Schultz prioritizes transparency, relationship building, and a disciplined investment methodology aimed at long-term growth while minimizing risk. He holds a Bachelor of Business Administration from Trent University and is a registered representative through CIRO. The firm provides comprehensive wealth management services including Total Wealth Planning, Investment Management, Insurance Solutions, Estate and Trust Services, Private Banking, and Business and Family Advisory Services via Scotia Capital Inc. and its divisions.
Products & services in Peterborough
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