Lorne Indig, Cpa, Cma
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Lorne Indig, Cpa, Cma Email & Phone Number

Director and Team Lead at Scotia Wealth Management
Location: Greater Toronto Area, Canada 8 work roles 2 schools
1 work email found @scotiabank.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

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Work email l****@scotiabank.com
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Current company
Scotia Wealth Management
Role
Director and Team Lead
Location
Greater Toronto Area, Canada
Company size
3 employees

Who is Lorne Indig, Cpa, Cma? Overview

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Quick answer

Lorne Indig, Cpa, Cma is listed as Director and Team Lead at Scotia Wealth Management, a with 3 employees, based in Greater Toronto Area, Canada. AeroLeads shows a work email signal at scotiabank.com and a matched LinkedIn profile for Lorne Indig, Cpa, Cma.

Lorne Indig, Cpa, Cma previously worked as Private Banker at Scotia Wealth Management and Senior Associate, Private Banking at Scotia Wealth Management. Lorne Indig, Cpa, Cma holds Bachelor Of Arts (B.A.), Business/Corporate Communications from York University.

Company email context

Email format at Scotia Wealth Management

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*@scotiabank.com
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Profile bio

About Lorne Indig, Cpa, Cma

Most successful business owners have used debt to grow their companies, but have often ignored these same principles when it comes to growing their wealth. I manage over $1 billion in lending facilities for a select number of successful families who believe in the concept of strategic credit.With a background in accounting and more than a decade in financial services, I bring a unique perspective to my clients. My background affords me the ability to not only understand complex scenarios, but to navigate them through the Bank.When it comes to service, I have high expectations of myself and the team around me. By only working with a select few families, we are able to execute with speed and ease on the transactions that matter most to them. Whether it is avoiding unnecessary trade-offs, executing on investment opportunities or financing a complex estate planning strategy, I work best with clients who are comfortable using leverage wisely to get their capital working harder for them.

Listed skills include Financial Advisory, Banking, Fixed Income, Financial Planning, and 28 others.

Current workplace

Lorne Indig, Cpa, Cma's current company

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Scotia Wealth Management
Scotia Wealth Management
Director and Team Lead
Website
scotiawealthmanagement.com
Employees
3
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8 roles · 21 years

Lorne Indig, Cpa, Cma work experience

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

Director And Team Lead

Current
Scotia Wealth Management

Toronto, Canada Area

-Manage a team of high performing Private Bankers and a dedicated support team of Associate Private Bankers-Work with a select few UHNW households with complex credit needs exceeding $1BN

Nov 2017 - Present

Private Banker

Scotia Wealth Management

Toronto, Canada Area

-Provide consequential advice to High Net Worth families-Build long-term relationships with some of the most interesting and successful people in Canada-Show HNW families how to use credit strategically and avoid unnecessary trade offs

Oct 2014 - Oct 2017

Senior Associate, Private Banking

Scotia Wealth Management

Toronto, Canada Area

Structure customized lending solutions for Scotia Private Client Group's ultra high net worth clients.

Apr 2013 - Oct 2014

Sr Client Portfolio Analyst

Scotiabank

Toronto, Canada Area

• Lead a team of 7 Client Portfolio Analyst• Provide coaching and guidance on portfolio management, lending guidelines and financial/risk analysis

Feb 2011 - Jun 2012

Client Portfolio Analyst

Scotiabank

Toronto, Canada Area

• Managed a portfolio of over 100 account with authorized credit exceeding $500 million• Ensure compliance of loan conditions to mitigate risk to the Bank• Prepared credit applications for temporary overrun facilities

Mar 2010 - Feb 2011

Personal Banking Officer

Scotiabank

Dufferin & Major Mackenzie

• Create and retain long lasting customer relationships• Identify gaps in customers financial situations and explore potential cross sell opportunities• Plan daily marketing activities to meet financial goals• Assisted to open a new Branch in 2009

May 2008 - Mar 2010
Team & coworkers

Colleagues at Scotia Wealth Management

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

KR Kevin Ramsubhag, Mba Kevin Ramsubhag, Mba Colleague at Scotia Wealth ManagementToronto, Ontario, Canada View → BJ Binny Jaura Binny Jaura Colleague at Scotia Wealth ManagementGreater Vancouver Metropolitan Area, Canada View → CP Ceri Pothier Ceri Pothier Colleague at Scotia Wealth ManagementCanada View → JP Jocelyn Paul Jocelyn Paul Colleague at Scotia Wealth ManagementEdmonton, Alberta, Canada View → JR Jorge Rodríguez Jorge Rodríguez Colleague at Scotia Wealth ManagementZapopan, Jalisco, Mexico View → JC Jimmy Chattha Jimmy Chattha Colleague at Scotia Wealth ManagementLangley, British Columbia, Canada View → CZ Cui Zukowski Cui Zukowski Colleague at Scotia Wealth ManagementToronto, Ontario, Canada View → JL Julie Lukon Julie Lukon Colleague at Scotia Wealth ManagementSarnia, Ontario, Canada View → AF Anita Feng Anita Feng Colleague at Scotia Wealth ManagementVancouver, British Columbia, Canada View → LG Luis Guadalupe Cárdenas Zurita Luis Guadalupe Cárdenas Zurita Colleague at Scotia Wealth ManagementHuixquilucan, México, Mexico View →
2 education records

Lorne Indig, Cpa, Cma education

Bachelor Of Arts (B.A.), Business/Corporate Communications

York University

Activities and Societies: Alpha Epsilon PiHonours Bachelor of Arts, Business and Society Stream 1: Business Ethics and Corporate.

High School/Secondary Diplomas And Certificates

Thornlea
FAQ

Frequently asked questions about Lorne Indig, Cpa, Cma

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

What company does Lorne Indig, Cpa, Cma work for?

Lorne Indig, Cpa, Cma works for Scotia Wealth Management.

What is Lorne Indig, Cpa, Cma's role at Scotia Wealth Management?

Lorne Indig, Cpa, Cma is listed as Director and Team Lead at Scotia Wealth Management.

What is Lorne Indig, Cpa, Cma's email address?

AeroLeads has found 1 work email signal at @scotiabank.com for Lorne Indig, Cpa, Cma at Scotia Wealth Management.

Where is Lorne Indig, Cpa, Cma based?

Lorne Indig, Cpa, Cma is based in Greater Toronto Area, Canada while working with Scotia Wealth Management.

What companies has Lorne Indig, Cpa, Cma worked for?

Lorne Indig, Cpa, Cma has worked for Scotia Wealth Management, Scotiabank, and Canadian Junior Golf Association.

Who are Lorne Indig, Cpa, Cma's colleagues at Scotia Wealth Management?

Lorne Indig, Cpa, Cma's colleagues at Scotia Wealth Management include Kevin Ramsubhag, Mba, Binny Jaura, Ceri Pothier, Jocelyn Paul, and Jorge Rodríguez.

How can I contact Lorne Indig, Cpa, Cma?

You can use AeroLeads to view verified contact signals for Lorne Indig, Cpa, Cma at Scotia Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Lorne Indig, Cpa, Cma attend?

Lorne Indig, Cpa, Cma holds Bachelor Of Arts (B.A.), Business/Corporate Communications from York University.

What skills is Lorne Indig, Cpa, Cma known for?

Lorne Indig, Cpa, Cma is listed with skills including Financial Advisory, Banking, Fixed Income, Financial Planning, Portfolio Management, Financial Modeling, Cma, and Investments.

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