Danielle Beland, Cfp, Tep
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Danielle Beland, Cfp, Tep Email & Phone Number

Financial Planner, Van Simpson Portfolio Management - ScotiaMcLeod at Scotia Wealth Management
Location: London, Ontario, Canada 5 work roles 6 schools
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
Scotia Wealth Management
Role
Financial Planner, Van Simpson Portfolio Management - ScotiaMcLeod
Location
London, Ontario, Canada
Company size
3 employees

Who is Danielle Beland, Cfp, Tep? Overview

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Quick answer

Danielle Beland, Cfp, Tep is listed as Financial Planner, Van Simpson Portfolio Management - ScotiaMcLeod at Scotia Wealth Management, a with 3 employees, based in London, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Danielle Beland, Cfp, Tep.

Danielle Beland, Cfp, Tep previously worked as Total Wealth Planner at Scotia Wealth Management and Associate Total Wealth Planner at Scotia Wealth Management. Danielle Beland, Cfp, Tep holds Diploma Of Education, Business Accounting from Fanshawe College.

Company email context

Email format at Scotia Wealth Management

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Scotia Wealth Management

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Profile bio

About Danielle Beland, Cfp, Tep

Danielle Beland, Cfp, Tep is a Financial Planner, Van Simpson Portfolio Management - ScotiaMcLeod at Scotia Wealth Management.

Current workplace

Danielle Beland, Cfp, Tep's current company

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Scotia Wealth Management
Scotia Wealth Management
Financial Planner, Van Simpson Portfolio Management - ScotiaMcLeod
Website
scotiawealthmanagement.com
Employees
3
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5 roles

Danielle Beland, Cfp, Tep work experience

A career timeline built from the work history available for this profile.

Financial Planner, Van Simpson Portfolio Management - Scotiamcleod

Current
Scotia Wealth Management

London, Ontario, Canada

May 2023 - Present

Financial Advisor

Scotiabank

London, Ontario, Canada

Jun 2013 - Jun 2016
Team & coworkers

Colleagues at Scotia Wealth Management

Other employees you can reach at scotiawealthmanagement.com. View company contacts for 3 employees →

CU Chelsea Uhl, Cpa, Ca, Cfp® Chelsea Uhl, Cpa, Ca, Cfp® Colleague at Scotia Wealth ManagementRegina, Saskatchewan, Canada View → LP Laura Paradiso, C.I.M. Laura Paradiso, C.I.M. Colleague at Scotia Wealth ManagementConcord, Ontario, Canada View → JC Jill Clarke Jill Clarke Colleague at Scotia Wealth ManagementRegina, Saskatchewan, Canada View → HZ Hannah Z. Hannah Z. Colleague at Scotia Wealth ManagementCanada View → LZ Lisa Zeineldin Lisa Zeineldin Colleague at Scotia Wealth ManagementCalgary, Alberta, Canada View → JW Jim Wilkins Jim Wilkins Colleague at Scotia Wealth ManagementToronto, Ontario, Canada View → DS Delainey Spilchen Delainey Spilchen Colleague at Scotia Wealth ManagementSaskatoon, Saskatchewan, Canada View → CM Craig Matheson Craig Matheson Colleague at Scotia Wealth ManagementCanada View → GA Gabriela Andrea González Gutiérrez Gabriela Andrea González Gutiérrez Colleague at Scotia Wealth ManagementMiguel Hidalgo, Mexico City, Mexico View → IV Isha Vasisht Girdhar Isha Vasisht Girdhar Colleague at Scotia Wealth ManagementToronto, Ontario, Canada View →
6 education records

Danielle Beland, Cfp, Tep education

Certified Financial Planner

Fp Canada

Certified Financial Planner

Executor

Canadian Institute Of Certified Executor Advisors

Certified Executor Advisor

Retirement Planning

The Canadian Institute Of Financial Planning

Registered Financial Retirement Advisor

Investment Funds

Canadian Securities Institute

Mutual Fund License

FAQ

Frequently asked questions about Danielle Beland, Cfp, Tep

Quick answers generated from the profile data available on this page.

What company does Danielle Beland, Cfp, Tep work for?

Danielle Beland, Cfp, Tep works for Scotia Wealth Management.

What is Danielle Beland, Cfp, Tep's role at Scotia Wealth Management?

Danielle Beland, Cfp, Tep is listed as Financial Planner, Van Simpson Portfolio Management - ScotiaMcLeod at Scotia Wealth Management.

Where is Danielle Beland, Cfp, Tep based?

Danielle Beland, Cfp, Tep is based in London, Ontario, Canada while working with Scotia Wealth Management.

What companies has Danielle Beland, Cfp, Tep worked for?

Danielle Beland, Cfp, Tep has worked for Scotia Wealth Management and Scotiabank.

Who are Danielle Beland, Cfp, Tep's colleagues at Scotia Wealth Management?

Danielle Beland, Cfp, Tep's colleagues at Scotia Wealth Management include Chelsea Uhl, Cpa, Ca, Cfp®, Laura Paradiso, C.I.M., Jill Clarke, Hannah Z., and Lisa Zeineldin.

How can I contact Danielle Beland, Cfp, Tep?

You can use AeroLeads to view verified contact signals for Danielle Beland, Cfp, Tep at Scotia Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Danielle Beland, Cfp, Tep attend?

Danielle Beland, Cfp, Tep holds Diploma Of Education, Business Accounting from Fanshawe College.

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