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Scotia Wealth Management - ScotiaMcLeod

Scotia Wealth Management - ScotiaMcLeod

Categories

Financial / Consultant / Investment Advisors

About Us

Our clients, who are professionals, executives, retirees, business owners and small corporations have a minimum of $500,000 to invest, are too busy to manage their own wealth, committed to our wealth management process, demand accountability and expect regular communication.

Our solutions allow you to address your financial needs and goals – both personal and corporate – through minimizing taxes, enhancing investment income, managing risk, caring for your financial health, and creating a legacy.

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https://blomadvisorygroup.ca/
https://clarkfinancial.ca/
dearingadvisorygroup.com
https://thesparesgroup.com/

Rep/Contact Info

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Jamie Blom, CPA, CA, CFP, CIM
Wealth Advisor, Portfolio Manager
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Jonathan Casey, CIM, PFP, BSc
Investment Associate
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Cameron Clark, CIM, CFP, FCSI
Wealth Advisor, Portfolio Manager
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Tracy Dearing, BA
Administrative Associate
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Darren Dearing, BA, BBA, MBA, CIM, CFP, FCSI
Wealth Advisor, Portfolio Manager
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Devin Doucette
Investment Associate
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Jocelyn Hoyt, BComm, BA
Investment Associate
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Catherine Pickard, PFP
Investment Associate
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Kerri Price
Business Development Associate
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Colin Spares, BBA CFP
Wealth Advisor
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