The Viola Salter Group, ScotiaMcLeod, Scotia Wealth Management

Company

The Viola Salter Group, ScotiaMcLeod, Scotia Wealth Management

Financial Services Ca 7 employees

Employees: 7
Contacts: 4
Emails: 4

violasaltergroup.ca LinkedIn

The Viola Salter Group, ScotiaMcLeod, Scotia Wealth Management Overview

Headquarters: Ca
Website: violasaltergroup.ca
Industry: Financial Services
Employees: 7
Founded: 2000
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Wealth Management Financial Planning Insurance Solutions Business Owners Doctors Estate Planning Investing Broker tax planning selling a business accountants family office

About The Viola Salter Group, ScotiaMcLeod, Scotia Wealth Management

Our team creates Total Wealth Plans for affluent and high net worth investors who are typically working or retired professionals or business owners. Clients look to us to continually disentangle the web of financial goals that are often tied to emotional concerns around family, health, protecting assets, tax efficiency & their legacy. We often partner with tax professionals and legal experts as well as our internal Wealth partners in Private Banking, Insurance Solutions, Estate and Trust and Business/Family Advisory to ensure any gaps in their situation are addressed. Day-to-day we have a well-defined process that integrates our management of investment portfolios with client’s planning goals.

The Viola Salter Group, ScotiaMcLeod, Scotia Wealth Management Contact Details

People in AeroLeads: 4
With contact data: 4
Email contacts: 4; 100.0% coverage

The Viola Salter Group, ScotiaMcLeod, Scotia Wealth Management Org Chart

Sample employees and titles

Name	Title	Location	Contact
Tara Ross, Cim, Ciwm	Investment Associate at Scotia Wealth Management	Toronto, Ontario, Canada	Email
Gil Eany, Cim	Wealth Advisor - Portfolio Manager at Scotiamcleod	Toronto, Ontario, Canada	Email
John Boast	Senior Associate at Scotiamcleod	Toronto, Ontario, Canada	Email
Peter Jugley	Investment Associate at the Viola Salter Group, Scotia Mcleod, Scotia Wealth Management	St Catharines, Ontario, Canada	Email