Michael Chisholm Email & Phone Number
@scotiabank.com
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Who is Michael Chisholm? Overview
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Michael Chisholm is listed as Senior Wealth Advisor and Portfolio Manager at Scotiabank, a with 95207 employees, based in Greater Toronto Area, Canada. AeroLeads shows a work email signal at scotiabank.com and a matched LinkedIn profile for Michael Chisholm.
Michael Chisholm previously worked as Sr. Wealth Advisor & Portfolio Manager at Scotiabank and Investment Advisor at Bmo Nesbitt Burns. Michael Chisholm holds Bba/Ba, Business, Sociology/Political Science from St. Francis Xavier University.
Email format at Scotiabank
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AeroLeads found 1 current-domain work email signal for Michael Chisholm. Compare company email patterns before reaching out.
About Michael Chisholm
I am a Sr. Wealth Advisor and Portfolio Manager at Scotia Wealth Management, where I provide a high-touch service to my clients with full transparency on fees. I have over 25 years of experience in the financial industry, and I hold several professional certifications, including the Chartered Investment Manager (CIM), the Wealth Management Essentials (WME), and the Certificate in Advanced Investment Advice (CAIA).My core competencies are investment management, financial planning, estate and trust services, philanthropic planning, insurance planning, and private banking. I help my clients navigate major life events, such as buying a vacation property, planning for retirement, or creating a lasting legacy for future generations. I build strong relationships with my clients based on trust, honesty, and ongoing advice. I am also an active member of the Canadian Association of Gift Planners (CAGP) and a strategic advisor to the Canadian Friends of Peru.
Listed skills include Alternative Investments, Estate Planning, Financial Advisory, Banking, and 33 others.
Michael Chisholm's current company
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Michael Chisholm work experience
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Sr. Wealth Advisor & Portfolio Manager
CurrentIn 2012, I was delighted to return to the Scotiabank family as an independent wealth advisor under the ScotiaMcLeod umbrella. My team and I are dedicated to making your experience with us as rewarding as it can be. We have learned that clients both want and need to know what that experience is all about, so here is an outline if what you can expect from us. ► To take care of your financial wellbeing, we will: - Learn about your current needs and goals - Help you understand your current financial situation - Understand your comfort around risk - Prepare your personalized financial strategy - Monitor your plan regularly► To keep you well informed, we will: - Always be available to answer your questions - Set up a contact schedule that works for you - Send you account statements on a regular basis - Provide you with online access to your accounts - Provide year end tax reportsMy team and I believe in our values, and in delivering excellent service to our clients. We bring integrity, respect, commitment, insight, and spirit to our work each day.Contact me at michael.chisholm@scotiawealth.com if you’d like to discuss how we can build, manage, and preserve your wealth.
Investment Advisor
Commercial Banking Manager & Financial Consultant
Colleagues at Scotiabank
Other employees you can reach at scotiabank.com. View company contacts for 95207 employees →
Tyler Anderson
Colleague at ScotiabankLondon, Ontario, Canada
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PP
Pablo Pichardo
Colleague at ScotiabankDominican Republic
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EA
Eduardo Alejandro
Colleague at ScotiabankMexico City Metropolitan Area, Mexico
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JA
Jose Antonio Martino Bravo
Colleague at ScotiabankNaucalpan De Juárez, México, Mexico
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Sarahi Bocanegra
Colleague at ScotiabankMexico City, Mexico
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Eleanor Mcleish
Colleague at ScotiabankScarborough, Ontario, Canada
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KQ
Kadell Q. Bipat
Colleague at ScotiabankRichmond Hill, Ontario, Canada
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JM
Josué Mendoza Saldaña
Colleague at ScotiabankEcatepec De Morelos, México, Mexico
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MJ
Mayra Janet Romo Campos
Colleague at ScotiabankGuadalajara, Jalisco, Mexico
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DJ
Dragana Jelic
Colleague at ScotiabankToronto, Ontario, Canada
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Michael Chisholm education
Frequently asked questions about Michael Chisholm
Quick answers generated from the profile data available on this page.
What company does Michael Chisholm work for?
Michael Chisholm works for Scotiabank.
What is Michael Chisholm's role at Scotiabank?
Michael Chisholm is listed as Senior Wealth Advisor and Portfolio Manager at Scotiabank.
What is Michael Chisholm's email address?
AeroLeads has found 1 work email signal at @scotiabank.com for Michael Chisholm at Scotiabank.
Where is Michael Chisholm based?
Michael Chisholm is based in Greater Toronto Area, Canada while working with Scotiabank.
What companies has Michael Chisholm worked for?
Michael Chisholm has worked for Scotiabank and Bmo Nesbitt Burns.
Who are Michael Chisholm's colleagues at Scotiabank?
Michael Chisholm's colleagues at Scotiabank include Tyler Anderson, Pablo Pichardo, Eduardo Alejandro, Jose Antonio Martino Bravo, and Sarahi Bocanegra.
How can I contact Michael Chisholm?
You can use AeroLeads to view verified contact signals for Michael Chisholm at Scotiabank, including work email, phone, and LinkedIn data when available.
What schools did Michael Chisholm attend?
Michael Chisholm holds Bba/Ba, Business, Sociology/Political Science from St. Francis Xavier University.
What skills is Michael Chisholm known for?
Michael Chisholm is listed with skills including Alternative Investments, Estate Planning, Financial Advisory, Banking, Financial Planners, Fixed Income, Bonds, and Retirement Planning.
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