About
Scotia Wealth Management offers a comprehensive team-based approach to wealth management, addressing family, business, and future financial needs through Total Wealth Planning. This service integrates investment management, insurance solutions, estate and trust services, private banking, and business advisory services, tailored to individual life priorities and goals. The firm emphasizes ongoing education and professional designations, such as CFP and CIM, to ensure personalized, risk-aware investment strategies and long-term portfolio growth. Services are delivered by experienced advisors like Charlie Chan and George Zhang, who provide specialized expertise in portfolio management, family financial planning, and asset allocation, supported by a network of specialists.
Products & services in Vancouver
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