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Carmen De Silva is listed as Investment Associate at ScotiaWealth Management at Scotia Wealth Management, a company with 3 employees, based in Greater Calgary Metropolitan Area, Canada, Canada. AeroLeads shows a matched LinkedIn profile for Carmen De Silva.
Carmen De Silva previously worked as Investment Associate at Scotia Wealth Management and Wealth Management Associate at Scotia Wealth Management. Carmen De Silva holds Bachelor Of Commerce - Bcom (With Distinction And Co-Operative Education Program), Personal Financial Planning (Pfpl), 3.94 Gpa, Silver Medallion In Risk Management And Insurance from University Of Calgary.
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In June 2023, I joined Scotia Wealth Management as a candidate of the Wealth Management Associate Program, which aims to develop skills related to core financial planning, business development, and client relationship building. Following this program, I joined the Hudson Haralson Financial Advisory Group within ScotiaMcLeod. Our team provides comprehensive wealth management services which enable our clients to enjoy peace of mind knowing that they have a plan that accounts for all the complexities of life. We view wealth planning as a dynamic process, which is why we continually adapt the plan to fit the evolving needs and desires of our clients.I graduated with a BCom from the Haskayne School of Business, with a concentration in Personal Financial Planning. I was awarded the Silver Medallion for achieving the highest GPA in my department.
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Calgary, Alberta, Canada
At the Hudson Haralson Financial Advisory Group, we provide comprehensive wealth management services which address all aspects of your life, going beyond the financials. We work to understand your family, business, goals, and priorities, enabling us to deliver a personalized financial roadmap.
Calgary, Alberta, Canada
A 5-month program aimed to develop core financial planning, client discovery, and business development skills to prepare for a successful transition into a wealth advisory role. Throughout this program, I will be working towards the CFP designation.
BGS is a society which recognizes and honors the top 10% of undergraduate students, top 20% of graduate students and all doctoral candidates from around the world in business schools accredited by The Association to Advance Collegiate Schools of Business (AACSB).
Calgary, Alberta, Canada
Provided operational support to an advisor team with $160 million AUM. This team worked with High Net Worth clients to navigate complex financial planning issues including estate planning, retirement, charitable giving, and tax planning.
Led a sector team in conducting qualitative and quantitative investment research and presenting it in the form of a monthly stock pitch.
Calgary, Alberta, Canada
Evaluated investments using both qualitative research and quantitative analysis such as discounted cash flow modelling and comparable company analysis.
Calgary, Alberta, Canada
Conducted market research and prepared lease comp data.
Other employees you can reach at scotiawealthmanagement.com. View company contacts for 3 employees →
Michele Machan
Colleague at Scotia Wealth Management
Victoria, British Columbia, Canada, Canada
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JK
Jeanette Kwan
Colleague at Scotia Wealth Management
Burlington, Ontario, Canada, Canada
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AF
Anita Feng
Colleague at Scotia Wealth Management
Vancouver, British Columbia, Canada, Canada
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MC
Michael Cavanagh
Colleague at Scotia Wealth Management
Toronto, Ontario, Canada, Canada
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AL
Admir Lelić
Colleague at Scotia Wealth Management
Montreal, Quebec, Canada, Canada
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PW
Pamela Weiterman
Colleague at Scotia Wealth Management
Medicine Hat, Alberta, Canada, Canada
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CC
Carmen Cai
Colleague at Scotia Wealth Management
London, Ontario, Canada, Canada
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PZ
Patricia Zeta
Colleague at Scotia Wealth Management
Greater Toronto Area, Canada, Canada
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GF
Gladys Fraser Mba
Colleague at Scotia Wealth Management
Vernon, British Columbia, Canada, Canada
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DA
Danish Arora
Colleague at Scotia Wealth Management
Canada, Canada
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Activities and Societies: Beta Gamma Sigma - An international business honour society for AACSB-accredited schools, which recognizes the.
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Carmen De Silva works for Scotia Wealth Management.
Carmen De Silva is listed as Investment Associate at ScotiaWealth Management at Scotia Wealth Management.
Carmen De Silva is based in Greater Calgary Metropolitan Area, Canada, Canada while working with Scotia Wealth Management.
Carmen De Silva has worked for Scotia Wealth Management, Beta Gamma Sigma, Ig Private Wealth Management, Finesse Wealth Management, and Jones Lang Lasalle.
Carmen De Silva's colleagues at Scotia Wealth Management include Michele Machan, Jeanette Kwan, Anita Feng, Michael Cavanagh, and Admir Lelić.
You can use AeroLeads to view verified contact signals for Carmen De Silva at Scotia Wealth Management, including work email, phone, and LinkedIn data when available.
Carmen De Silva holds Bachelor Of Commerce - Bcom (With Distinction And Co-Operative Education Program), Personal Financial Planning (Pfpl), 3.94 Gpa, Silver Medallion In Risk Management And Insurance from University Of Calgary.
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