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 InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Peter Boyd | Senior Wealth Advisor, Portfolio | Halifax, Nova Scotia, Canada |
Email
|
| Risa Fahy, Cim, Cfp® | Wealth Advisor, Portfolio Manager |
View
|
|
| Dean Freeman | Branch Manager @ Scotiamcleod | Canada |
Email
|
| Jess Landry | Senior Wealth Advisor | Toronto, Ontario, Canada |
Email
|
Employees by Management Level
Manager
2 profiles
Senior / Lead
2 profiles
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