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@scotiabank.com
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Lorne Indig, Cpa, Cma is listed as Director & Team Lead, Private Banking, Scotia Wealth Management, Credit strategist for ultra high net worth families 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 and a matched LinkedIn profile for Lorne Indig, Cpa, Cma.
Lorne Indig, Cpa, Cma previously worked as Director and Team Lead at Scotia Wealth Management and Private Banker at Scotia Wealth Management. Lorne Indig, Cpa, Cma holds Bachelor Of Arts (B.A.), Business/Corporate Communications from York University.
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AeroLeads found 1 current-domain work email signal for Lorne Indig, Cpa, Cma. Compare company email patterns before reaching out.
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.
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A career timeline built from the work history available for this profile.
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
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
Toronto, Canada Area
Structure customized lending solutions for Scotia Private Client Group's ultra high net worth clients.
Toronto, Canada Area
Toronto, Canada Area
Dufferin & Major Mackenzie
Other employees you can reach at scotiawealthmanagement.com. View company contacts for 3 employees →
Rouba Ayoub
Colleague at Scotia Wealth Management
Halifax, Nova Scotia, Canada, Canada
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KS
Kiri Sousa
Colleague at Scotia Wealth Management
Canada, Canada
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DK
Dean Ksionzyk
Colleague at Scotia Wealth Management
Victoria, British Columbia, Canada, Canada
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AS
Amie Sargent, Cim®, Cfp®, Fcsi
Colleague at Scotia Wealth Management
Ontario, Canada, Canada
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ET
Emily Tucker, Cim®
Colleague at Scotia Wealth Management
Canada, Canada
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BK
Bernadette Knowles
Colleague at Scotia Wealth Management
Greater Moncton Metropolitan Area, Canada
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CY
Chun Yiu Leung
Colleague at Scotia Wealth Management
Greater Toronto Area, Canada, Canada
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FT
Francois Tremblay
Colleague at Scotia Wealth Management
Longueuil, Quebec, Canada, Canada
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SG
Steven Galabay
Colleague at Scotia Wealth Management
Toronto, Ontario, Canada, Canada
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AK
Aman Kaur
Colleague at Scotia Wealth Management
Airdrie, Alberta, Canada, Canada
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Activities and Societies: Alpha Epsilon PiHonours Bachelor of Arts, Business and Society Stream 1: Business Ethics and Corporate.
Quick answers generated from the profile data available on this page.
Lorne Indig, Cpa, Cma works for Scotia Wealth Management.
Lorne Indig, Cpa, Cma is listed as Director & Team Lead, Private Banking, Scotia Wealth Management, Credit strategist for ultra high net worth families at Scotia Wealth Management.
AeroLeads has found 1 work email signal at @scotiabank.com for Lorne Indig, Cpa, Cma at Scotia Wealth Management.
Lorne Indig, Cpa, Cma is based in Greater Toronto Area, Canada, Canada while working with Scotia Wealth Management.
Lorne Indig, Cpa, Cma has worked for Scotia Wealth Management, Scotiabank, and Canadian Junior Golf Association.
Lorne Indig, Cpa, Cma's colleagues at Scotia Wealth Management include Rouba Ayoub, Kiri Sousa, Dean Ksionzyk, Amie Sargent, Cim®, Cfp®, Fcsi, and Emily Tucker, Cim®.
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.
Lorne Indig, Cpa, Cma holds Bachelor Of Arts (B.A.), Business/Corporate Communications from York University.
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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