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Farhat Rasteh, Cfp Email & Phone Number

Senior Total Wealth Planner at Scotia Wealth Management® | ScotiaMcLeod® at Scotia Wealth Management
Location: Greater Toronto Area, Canada, Canada 8 work roles 2 schools
1 work email found @scotiabank.com 1 phone found area 416 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email f****@scotiabank.com
Direct phone (416) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Scotia Wealth Management
Role
Senior Total Wealth Planner at Scotia Wealth Management® | ScotiaMcLeod®
Location
Greater Toronto Area, Canada, Canada
Company size
3 employees

Who is Farhat Rasteh, Cfp? Overview

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Quick answer

Farhat Rasteh, Cfp is listed as Senior Total Wealth Planner at Scotia Wealth Management® | ScotiaMcLeod® at Scotia Wealth Management, a company with 3 employees, based in Greater Toronto Area, Canada, Canada. AeroLeads shows a work email signal at scotiabank.com, phone signal with area code 416, and a matched LinkedIn profile for Farhat Rasteh, Cfp.

Farhat Rasteh, Cfp previously worked as Senior Total Wealth Planner at Scotia Wealth Management and Total Wealth Planner at Scotia Wealth Management. Farhat Rasteh, Cfp holds Bachelor Of Commerce (Specialized Honours) In Accounting from York University.

Company email context

Email format at Scotia Wealth Management

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*@scotiabank.com
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AeroLeads found 1 current-domain work email signal for Farhat Rasteh, Cfp. Compare company email patterns before reaching out.

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Profile bio

About Farhat Rasteh, Cfp

Wealth management professional with over 12 years experience in relationship management and holistic financial planning.

Listed skills include Microsoft Excel, Cfp Professional, Leadership, Customer Service, and 15 others.

Current workplace

Farhat Rasteh, Cfp's current company

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Scotia Wealth Management
Scotia Wealth Management
Senior Total Wealth Planner at Scotia Wealth Management® | ScotiaMcLeod®
Website
scotiawealthmanagement.com
Employees
3
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Company profile
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8 roles

Farhat Rasteh, Cfp work experience

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

Total Wealth Planning Associate

Scotia Wealth Management

Toronto

May 2018 - Jun 2021

Financial Planner

Caring For Clients

Caring for Clients provides holistic financial planning on a fee for service basis. A financial plan encompasses cash flow management, retirement/lifestyle planning, investment strategy, estate planning and administration and insurance.

Dec 2016 - Dec 2017

Financial Advisor

Scotiabank

Toronto, Canada

  • Building and maintaining an assigned portfolio of customers with significant investable assets, proactively cross-selling customized financial solutions and conducting personal lifestyle planning focusing on investment.
  • Assisting clients to make informed decisions about the right types of mutual fund andGIC investments by conducting in-depth reviews of clients’ financial circumstances
  • Working with clients to identify their financial goals and providing customized solutions for their retirement, investment and borrowing needs
  • Analyzing applicants’ financial status, credit and property evaluations to determine feasibility of granting mortgages or other types of loans
Apr 2011 - Jul 2016

Financial Services Representative

Cibc

Toronto, Canada

  • Provided an exceptional experience for new and existing clients by identifying their needs and via the utilization of financial tools
  • Responsible for promoting and selling lending and investment products and services and applied risk analysis techniques and credit adjudication judgment
  • Responsible for accurately capturing and validating clients’ personal and financial information and ensured all documentation is completed in accordance with policies and procedures
Oct 2010 - Apr 2011

Financial Services Manager

Bmo

Toronto, Canada

  • Identified potential new clients and sales opportunities, customized and promoted banking and investment products to win new clients
  • Assisted customers with their selection of account and investment types
  • Cross-sold the Bank's products and services
  • Opened and maintained all types of chequing, savings and investment accounts
  • Performed branch clerical duties
  • Kept and expanded existing businesses for the bank through exemplary customer relationship and earned very high satisfaction ratings from clients
Dec 2008 - Oct 2010
Team & coworkers

Colleagues at Scotia Wealth Management

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

LC Lindsay Crooks Lindsay Crooks Colleague at Scotia Wealth Management Thunder Bay, Ontario, Canada, Canada View → P( Puneet (Pun) Abbi, Cfa, Mfin Puneet (Pun) Abbi, Cfa, Mfin Colleague at Scotia Wealth Management Greater Toronto Area, Canada, Canada View → JE J Everardo Villalobos V J Everardo Villalobos V Colleague at Scotia Wealth Management Naucalpan De Juárez, México, Mexico, Mexico View → LS Lana Shahadat Lana Shahadat Colleague at Scotia Wealth Management Edmonton, Alberta, Canada, Canada View → AD Angela D'Angelo Angela D'Angelo Colleague at Scotia Wealth Management Greater Montreal Metropolitan Area, Canada View → TR Tyler Robson Tyler Robson Colleague at Scotia Wealth Management Toronto, Ontario, Canada, Canada View → MB Maria Blanco, Cim® Maria Blanco, Cim® Colleague at Scotia Wealth Management Toronto, Ontario, Canada, Canada View → GC Grace Chalmers Grace Chalmers Colleague at Scotia Wealth Management Greater Calgary Metropolitan Area, Canada View → KD Kristoffer Diestro, Mba Kristoffer Diestro, Mba Colleague at Scotia Wealth Management Vancouver, British Columbia, Canada, Canada View → BT Blerina Toro Blerina Toro Colleague at Scotia Wealth Management Toronto, Ontario, Canada, Canada View →
2 education records

Farhat Rasteh, Cfp education

FAQ

Frequently asked questions about Farhat Rasteh, Cfp

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

What company does Farhat Rasteh, Cfp work for?

Farhat Rasteh, Cfp works for Scotia Wealth Management.

What is Farhat Rasteh, Cfp's role at Scotia Wealth Management?

Farhat Rasteh, Cfp is listed as Senior Total Wealth Planner at Scotia Wealth Management® | ScotiaMcLeod® at Scotia Wealth Management.

What is Farhat Rasteh, Cfp's email address?

AeroLeads has found 1 work email signal at @scotiabank.com for Farhat Rasteh, Cfp at Scotia Wealth Management.

What is Farhat Rasteh, Cfp's phone number?

AeroLeads has found 1 phone signal(s) with area code 416 for Farhat Rasteh, Cfp at Scotia Wealth Management.

Where is Farhat Rasteh, Cfp based?

Farhat Rasteh, Cfp is based in Greater Toronto Area, Canada, Canada while working with Scotia Wealth Management.

What companies has Farhat Rasteh, Cfp worked for?

Farhat Rasteh, Cfp has worked for Scotia Wealth Management, Caring For Clients, Scotiabank, Cibc, and Bmo.

Who are Farhat Rasteh, Cfp's colleagues at Scotia Wealth Management?

Farhat Rasteh, Cfp's colleagues at Scotia Wealth Management include Lindsay Crooks, Puneet (Pun) Abbi, Cfa, Mfin, J Everardo Villalobos V, Lana Shahadat, and Angela D'Angelo.

How can I contact Farhat Rasteh, Cfp?

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

What schools did Farhat Rasteh, Cfp attend?

Farhat Rasteh, Cfp holds Bachelor Of Commerce (Specialized Honours) In Accounting from York University.

What skills is Farhat Rasteh, Cfp known for?

Farhat Rasteh, Cfp is listed with skills including Microsoft Excel, Cfp Professional, Leadership, Customer Service, Microsoft Office, Finance, Portfolio Management, and Project Management.

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