Aaron Spevakow

Aaron Spevakow Email and Phone Number

Financial Planner @ Scotiabank
toronto, ontario, canada
Aaron Spevakow's Location
Calgary, Alberta, Canada, Canada
Aaron Spevakow's Contact Details

Aaron Spevakow work email

Aaron Spevakow personal email

n/a
About Aaron Spevakow

Aaron Spevakow is a Financial Planner at Scotiabank. He possess expertise in mutual funds, wealth management, investments, portfolio management, investment advisory and 13 more skills.

Aaron Spevakow's Current Company Details
Scotiabank

Scotiabank

View
Financial Planner
toronto, ontario, canada
Website:
scotiabank.com
Employees:
62849
Aaron Spevakow Work Experience Details
  • Scotiabank
    Financial Planner
    Scotiabank Jan 2015 - Present
    Calgary, Canada Area
    As a Scotiabank Financial Planner, I am committed to helping my clients feel more confident in their financial future. My clients define investments success – I help them get there with trusted advice and solutions that support their vision. Drawing on my investment expertise and years of financial planning experience, I build customized financial plans that help bring their investment and retirement goals to life. A tailored plan allows them to savour today while preparing for their needs and the needs of their family in the future. My clients also appreciate the flexibility of meeting at a time and location that works with their schedule. Using a disciplined approach, I advise on the following valuable services:Goals/financial assessment Customized financial planning Tailored investment solutions I place a premium on partnerships to help my clients manage their entire financial picture, working with specialized professionals at Scotiabank for tax and estate planning, business succession and financing needs. As a member of Scotiabank’s Investment Specialist team, my clients enjoy the peace of mind that comes with working with a leading Canadian financial services provider that is dedicated to helping customers become financially better off.
  • Scotiabank
    Manager Personal Banking
    Scotiabank Apr 2013 - Jan 2015
  • Scotiabank
    Financial Advisor
    Scotiabank Dec 2011 - Apr 2013
  • Scotiabank
    Financial Solutions Specialist
    Scotiabank Nov 2010 - Dec 2011
  • Scotia Asset Management L.P≫
    Portfolio Administrator
    Scotia Asset Management L.P≫ Oct 2006 - Nov 2010
  • Scotiabank
    Customer Service Representative
    Scotiabank Apr 2005 - Oct 2006
    Calgary, Alberta, Canada

Aaron Spevakow Skills

Mutual Funds Wealth Management Investments Portfolio Management Investment Advisory Banking Credit Retail Banking Retirement Planning Retirement Private Banking Securities Finance Financial Services Financial Advisory Strategic Financial Planning Investment Strategies Financial Planning

Aaron Spevakow Education Details

Frequently Asked Questions about Aaron Spevakow

What company does Aaron Spevakow work for?

Aaron Spevakow works for Scotiabank

What is Aaron Spevakow's role at the current company?

Aaron Spevakow's current role is Financial Planner.

What is Aaron Spevakow's email address?

Aaron Spevakow's email address is sp****@****shaw.ca

What schools did Aaron Spevakow attend?

Aaron Spevakow attended University Of Calgary.

What skills is Aaron Spevakow known for?

Aaron Spevakow has skills like Mutual Funds, Wealth Management, Investments, Portfolio Management, Investment Advisory, Banking, Credit, Retail Banking, Retirement Planning, Retirement, Private Banking, Securities.

Who are Aaron Spevakow's colleagues?

Aaron Spevakow's colleagues are Max Wrixon, Diane O'connell, Susana Beatriz Muñoz Aravena, Andrew Bell, Audrey Cyr, Chengjie Li, Milan Mohan.

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