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Scotia Wealth Management

Scotia Wealth Management
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Investment DealersFinancial Services

About Us

From our roots as a trusted source of investment advice, ScotiaMcLeod has grown into a full-service brokerage firm, offering a team of experienced investment professionals. Together we are dedicated to client service excellence – by offering informed investment advice and creative solutions. We favour exploring innovative approaches to achieving the protection and growth of your assets. ScotiaMcLeod Wealth Advisors have the knowledge and flexibility to offer customized solutions for your wealth management.

Your Wealth Advisor will work with you to determine the right investment strategies to help you invest your hard-earned wealth today and for the future. It starts with learning all they can about your financial situation – your current profile, needs, concerns, risk tolerance, tax situation, time horizon, liquidity and return objectives.

With a focus on your goals for long-term success, assessing the universe of investment options to find the ones we believe are right for your needs, you will ultimately receive a well-considered plan that is based on specific recommendations that connect your financial goals to your strategy. Once implemented, ongoing monitoring of your portfolio’s progress enables your Wealth Advisor to adapt it as your life and goals evolve.

Highlights

  • Wealth Management Solutions
  • Financial Planning
  • Insurance

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Kent Walker, B. Comm., CIM, FCSI, Associate Portfolio Manger
Pamela Walcott, Administrative Associate to Kent Walker
Steve LaRochelle, B.Mgt., CIM, Associate Portfolio Manager
Barb McLeod, Administrative Associate to Steve LaRochelle
Korrie Miller, B. Admin., CIM, Associate Portfolio Manager, Insurance Advisor
Katie Willberg, Administrative Associate to Korrie Miller

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