Jonathan Griffiths
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Jonathan Griffiths Email & Phone Number

Portfolio Manager, Senior Wealth Advisor at SCOTIA WEALTH MANAGEMENT LTD.
Location: Calgary, Alberta, Canada 2 work roles 6 schools
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Current company
SCOTIA WEALTH MANAGEMENT LTD.
Role
Portfolio Manager, Senior Wealth Advisor
Location
Calgary, Alberta, Canada
Company size
115 employees

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Jonathan Griffiths is listed as Portfolio Manager, Senior Wealth Advisor at SCOTIA WEALTH MANAGEMENT LTD., a with 115 employees, based in Calgary, Alberta, Canada. AeroLeads shows a matched LinkedIn profile for Jonathan Griffiths.

Jonathan Griffiths previously worked as Financial Advisor at Scotiabank. Jonathan Griffiths studied at Canadian Securities Institute.

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SCOTIA WEALTH MANAGEMENT LTD.

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Profile bio

About Jonathan Griffiths

As a Portfolio Manager and Senior Wealth Advisor at Scotia Wealth Management, I help my clients achieve their goals with greater peace of mind. I have more than 16 years of experience in managing investment accounts for families and business owners who seek to protect and grow their hard-earned wealth.I take a disciplined and holistic approach to wealth management, focusing on key issues such as retirement, tax, and estate planning. I offer a full suite of investments, including dividend paying stocks, bonds, preferred shares, ETFs and more. Through myself and my team of specialists, we have the expertise to ensure you are making the right moves in the right places.

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Jonathan Griffiths's current company

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SCOTIA WEALTH MANAGEMENT LTD.
Scotia Wealth Management Ltd.
Portfolio Manager, Senior Wealth Advisor
edinburgh, edinburgh, united kingdom
Website
scotiawm.co.uk
Employees
115
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2 roles

Jonathan Griffiths work experience

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Portfolio Manager, Senior Wealth Advisor

Current
Scotia Wealth Management Ltd.

Calgary, Canada Area

I help my clients achieve their goals with greater peace of mind. At ScotiaMcLeod, I am able to offer a full suite of investments including dividend paying stocks, bonds, debentures, preferred shares, and much, much more. An investment solution is only one part of a wealth management strategy. I provide trusted advice with personal client service that focuses on key issues such as tax strategies, insurance solutions, and estate planning. Through myself and my team of experts, we have the expertise to ensure you are making the right moves in the right places.

Oct 2007 - Present

Financial Advisor

Scotiabank

Calgary, Canada Area

At the local retail branch, I created my strong commitment to client service. I was able to build lending solutions, banking strategies, and incorporate a full financial strategy based on Scotia’s full suite of mutual funds and GIC’s.

Jan 2001 - Oct 2007
Team & coworkers

Colleagues at SCOTIA WEALTH MANAGEMENT LTD.

Other employees you can reach at scotiawm.co.uk. View company contacts for 115 employees →

NN Nain Narvel Nain Narvel Colleague at Scotia Wealth Management Ltd.Toronto, Ontario, Canada View → AT Aleem Thaver Aleem Thaver Colleague at Scotia Wealth Management Ltd.Canada View → JS Joyce Seto Joyce Seto Colleague at Scotia Wealth Management Ltd.Montreal, Quebec, Canada View → JB Jessica Becker Jessica Becker Colleague at Scotia Wealth Management Ltd.Greater Vancouver Metropolitan Area, Canada View → DP Darrell Peyton, Cfa Darrell Peyton, Cfa Colleague at Scotia Wealth Management Ltd.Parkland County, Alberta, Canada View → NK Nancy Kemble Nancy Kemble Colleague at Scotia Wealth Management Ltd.New Westminster, British Columbia, Canada View → JH Julie Harris Julie Harris Colleague at Scotia Wealth Management Ltd.Canada View → SM Sharon Moir Sharon Moir Colleague at Scotia Wealth Management Ltd.Victoria, British Columbia, Canada View → MN Melanie Nazare Melanie Nazare Colleague at Scotia Wealth Management Ltd.Toronto, Ontario, Canada View → LK Linda Koroluk Linda Koroluk Colleague at Scotia Wealth Management Ltd.Calgary, Alberta, Canada View →
6 education records

Jonathan Griffiths education

Education record

Canadian Securities Institute

Canadian Securities Course Professional Financial Planning Course Conduct and Practices Handbook

Education record

Licensed Accident And Sickness Agent - Alberta

Education record

Licensed Life Insurance Agent - Alberta

Bc, Alberta, Saskatchewan, Manitoba, And Ontario

Licensed Registered Representative (Retail Broker) With Iiroc In

Education record

Scotiamcleod Executive Council Honoree
FAQ

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What company does Jonathan Griffiths work for?

Jonathan Griffiths works for SCOTIA WEALTH MANAGEMENT LTD..

What is Jonathan Griffiths's role at SCOTIA WEALTH MANAGEMENT LTD.?

Jonathan Griffiths is listed as Portfolio Manager, Senior Wealth Advisor at SCOTIA WEALTH MANAGEMENT LTD..

Where is Jonathan Griffiths based?

Jonathan Griffiths is based in Calgary, Alberta, Canada while working with SCOTIA WEALTH MANAGEMENT LTD..

What companies has Jonathan Griffiths worked for?

Jonathan Griffiths has worked for Scotia Wealth Management Ltd. and Scotiabank.

Who are Jonathan Griffiths's colleagues at SCOTIA WEALTH MANAGEMENT LTD.?

Jonathan Griffiths's colleagues at SCOTIA WEALTH MANAGEMENT LTD. include Nain Narvel, Aleem Thaver, Joyce Seto, Jessica Becker, and Darrell Peyton, Cfa.

How can I contact Jonathan Griffiths?

You can use AeroLeads to view verified contact signals for Jonathan Griffiths at SCOTIA WEALTH MANAGEMENT LTD., including work email, phone, and LinkedIn data when available.

What schools did Jonathan Griffiths attend?

Jonathan Griffiths studied at Canadian Securities Institute.

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