Edward Wootten

Edward Wootten Email and Phone Number

Blue chip and special value strategy investing. Portfolio Manager, ScotiaMcLeod @
Edward Wootten's Location
West Vancouver, British Columbia, Canada, Canada
Edward Wootten's Contact Details

Edward Wootten personal email

n/a

Edward Wootten phone numbers

About Edward Wootten

For the past 25 years at ScotiaMcLeod, I have gratitude for the privilege of working with my clients to help them achieve their investment goals.I consider achieving a solid investment return and preservation of capital to be of primary importance. A typical client's portfolio will consist of 20-40% bond strategies, 30-60% blue chip common equities and 20-30% proprietary value or alternative strategies. I work with fewer and larger clients and, as a result, I am able to maintain a high level of client contact via phone calls and annual meetings. Working with approximately 100 clients with financial assets of $150 million at ScotiaMcLeod, my clients have an average age of 65 years old. Our minimum portfolio value for new clients is $500,000. New clients typically approach me by referral or past relationships.Please see my website at www.edwardwootten.com for more information.My wife and I live in West Vancouver with our two teenage children.

Edward Wootten's Current Company Details
ScotiaMcLeod

Scotiamcleod

Blue chip and special value strategy investing. Portfolio Manager, ScotiaMcLeod
Edward Wootten Work Experience Details
  • Scotiamcleod
    Portfolio Manager, Senior Wealth Advisor
    Scotiamcleod Dec 1997 - Present
    West Vancouver, British Columbia, Canada
  • Scotiabank
    Portfolio Manager, Wealth Management
    Scotiabank 1997 - Mar 2024
    West Vancouver
    I work with approximately 100 clients with financial assets of over $100 million at ScotiaMcLeod.
    View
  • Midland Walwyn Capital Inc.
    Corporate Finance Analyst
    Midland Walwyn Capital Inc. 1995 - 1997
    Investment Banking
  • Deloitte & Touche
    Audit And Tax
    Deloitte & Touche 1993 - 1995
    Articled to complete professional accountant designation.
    View

Edward Wootten Skills

Investment Strategies Portfolio Management Investments Alternative Investments Finance Strategy Bonds Wealth Management Investment Advisory Mutual Funds Asset Management Investment Management Equities Asset Allocation Estate Planning Securities Strategic Financial Planning Hedge Funds Retirement Planning Retirement Fixed Income Capital Markets Tax High Net Worth Individuals Etfs Wealth Wealth Management Services Financial Planners Financial Planning

Edward Wootten Education Details

  • Ontario Insitute Of Chartered Accountants
    Ontario Insitute Of Chartered Accountants
  • Canadian Securities Institute
    Canadian Securities Institute
    Options Licensing & Derivative Fundamentals Course
  • Canadian Securities Institute
    Canadian Securities Institute
    Professional Financial Planning Course
  • Canadian Securities Insitute
    Canadian Securities Insitute
    Cim
  • Mcgill University
    Mcgill University
    Accounting
    View
  • Western University
    Western University
    Political Science
    View
  • West Vancouver Secondary School
    West Vancouver Secondary School

Frequently Asked Questions about Edward Wootten

What company does Edward Wootten work for?

Edward Wootten works for Scotiamcleod

What is Edward Wootten's role at the current company?

Edward Wootten's current role is Blue chip and special value strategy investing. Portfolio Manager, ScotiaMcLeod.

What is Edward Wootten's email address?

Edward Wootten's email address is ed****@****eod.com

What is Edward Wootten's direct phone number?

Edward Wootten's direct phone number is +160488*****

What schools did Edward Wootten attend?

Edward Wootten attended Ontario Insitute Of Chartered Accountants, Canadian Securities Institute, Canadian Securities Institute, Canadian Securities Insitute, Mcgill University, Western University, West Vancouver Secondary School.

What skills is Edward Wootten known for?

Edward Wootten has skills like Investment Strategies, Portfolio Management, Investments, Alternative Investments, Finance, Strategy, Bonds, Wealth Management, Investment Advisory, Mutual Funds, Asset Management, Investment Management.

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