Portfolio Manager
CurrentMy responsibilities include being a trusted advisor of private wealth services to meet clients' short and long term wealth management and investment growth goals, through a firm wide investment strategy and a disciplined and defined wealth management process. Along with Scotia Wealth’s team of financial planners, private bankers, estate & trust consultants and business & family advisors, I work to ensure that my clients receive exceptional service and guidance. I develop client relationships to gain an intimate understanding of clients' life goals, circumstances and needs in order to provide investment counselling integrated into life based wealth advice and solutions.