Dean Freeman Email & Phone Number

With a robust tenure at ScotiaMcLeod, my mission is focused on elevating our advisory teams, ensuring they surpass client expectations with strategic wealth advice built around a total wealth experience. private wealth services. The advisors I work with share a set of values: entrepreneurial spirit, a dedication to client success, continuous learning, teamwork, and creative problem-solving. These qualities resonate in every client interaction and are the foundation of our 'bank owned, broker run' firm. The experience I bring to advisor relationships include -- book acquisition and transitions, accelerated practice growth, strategic partnering, branding & total wealth delivery. If your unhappy with the support your practice receives lets have a discussion. 40-298-4057

Listed skills include Investments, Financial Advisory, Wealth, Investment Advisory, and 41 others.