Boyd Advisory Group | ScotiaMcLeod
Company

Boyd Advisory Group | ScotiaMcLeod

Financial Services Ca 7 employees BNS
Employees
7
Contacts
3
Emails
3

Boyd Advisory Group | ScotiaMcLeod Overview

Headquarters
Ca
Industry
Financial Services
Employees
7
Founded
2022
Stock Symbol
BNS
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Boyd Advisory Group | ScotiaMcLeod

Led by Peter Boyd, a Senior Wealth Advisor, Chartered Professional Accountant, Certified Financial Planner, Chartered Investment Manager, and former CFO, the Boyd Advisory Group ensures that people like you have a trusted partner and everything you need to make informed, confident decisions and benefit from comprehensive wealth planning. Serving affluent clients in Atlantic Canada, we bring considerable perspective to business owners, entrepreneurs, incorporated professionals, and their families to ensure that they have tailored solutions to their many needs. In wealth management, one size does not fit all and being a true partner means offering personalized services and solutions aligned to your circumstances and your financial/life goals. At the Boyd Advisory Group, we do not have to convince people why they fit a certain model. Every day, every time, our elite team matches our clients with solutions and strategies that are right for them. If you are looking to have a straightforward discussion about your financial affairs and what an elite wealth management team can do for you, let’s connect. Even better, let us arrange for you to hear it directly from some of the many people who have benefited from our approach. Offering a wide range of advisory, investment, and wealth solutions and the ability to partner with those you trust, the Boyd Advisory Group is a member of the Scotia McLeod family: part of Scotia Wealth Management and Scotiabank (≈$1.1 trillion in assets, TSX: BNS, NYSE: BNS) and a member of the Canadian Investor Protection Fund and CIRO (formerly IIROC).

Boyd Advisory Group | ScotiaMcLeod Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage

Boyd Advisory Group | ScotiaMcLeod Org Chart

Sample employees and titles
Name Title Contact
Peter Boyd Senior Wealth Advisor, Portfolio
Email
Risa Fahy, Cim, Cfp® Wealth Advisor, Portfolio Manager
View
Dean Freeman Branch Manager @ Scotiamcleod
Email
Jess Landry Senior Wealth Advisor
Email

Employees by Management Level

Manager 2 profiles
Senior / Lead 2 profiles

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