About
Scotia Wealth Management offers a team-based approach to wealth management, addressing family, business, and future financial aspects. With over 100 years of combined experience, they manage over one billion in assets, providing investment strategies, total wealth planning, and personalized financial advice. The firm emphasizes trust, integrity, and customized plans, supported by a dedicated team including Senior Wealth Advisors, Portfolio Managers, Investment Associates, and Financial Planning Associates. Services include wealth management, cash flow management, tax-efficient planning, and estate management, catering to high-net-worth individuals and business owners.
Products & services in Vancouver
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