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Roma Lyon is listed as Defer taxation, invest wisely, and elevate the strategy. If you're interested in improving your results just reach out! at Scotia Wealth Management, a company with 3 employees, based in Greater Toronto Area, Canada, Canada. AeroLeads shows a matched LinkedIn profile for Roma Lyon.
Roma Lyon previously worked as Wealth Advisor at Scotia Wealth Management and Associate at Rbc Wealth Management. Roma Lyon holds Bachelor'S Degree, International Business Management from Seneca College.
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Roma Lyon is a Defer taxation, invest wisely, and elevate the strategy. If you're interested in improving your results just reach out! at Scotia Wealth Management. She possess expertise in leadership, visual merchandising, powerpoint, accounting, proofreading and 25 more skills. She is proficient in French.
Listed skills include Leadership, Visual Merchandising, Powerpoint, Accounting, and 26 others.
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Toronto, Ontario, Canada
You, at the heart of everything we do. A plan that stands the test of time. An investment portfolio tailor made.What you get: -Active portfolio management (trading and tactical allocation)-Service, brought to you wherever you are-A financial plan-Regular portfolio reviews-Debt and cash management for business owners and families alike-Access to research-An.
Toronto, Ontario, Canada
Opened accounts for clients. Performed account contributions. Created letters of authorization. Generated reports for advisors, clients and accountants.Placed buys/sells of stocks, GICs, mutual funds and index funds.Provided enhanced customer service to clients by walking them through step by step instructions over the phone. Explained nuances of.
Toronto ON
Rented out virtual reality headsets, PCs, drones, and 360 cameras.
Other employees you can reach at scotiawealthmanagement.com. View company contacts for 3 employees →
Cori Toews Ba, Cfp®, Rrc®,
Colleague at Scotia Wealth Management
Winnipeg, Manitoba, Canada, Canada
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CY
Chun Yiu Leung
Colleague at Scotia Wealth Management
Greater Toronto Area, Canada, Canada
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AE
Abira Edward
Colleague at Scotia Wealth Management
Greater Toronto Area, Canada, Canada
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LL
Linlin Li
Colleague at Scotia Wealth Management
Burnaby, British Columbia, Canada, Canada
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MP
Matthew Petryk
Colleague at Scotia Wealth Management
Saskatoon, Saskatchewan, Canada, Canada
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JD
Jason Durant
Colleague at Scotia Wealth Management
Milton, Ontario, Canada, Canada
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MP
Mario Pimpinella
Colleague at Scotia Wealth Management
Greater Toronto Area, Canada, Canada
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CG
Cassandra Gibb, Pfp®
Colleague at Scotia Wealth Management
Winnipeg, Manitoba, Canada, Canada
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FZ
Fiona Zhuo
Colleague at Scotia Wealth Management
Toronto, Ontario, Canada, Canada
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AA
Antonio Argüelles Ros
Colleague at Scotia Wealth Management
Mexico City, Mexico, Mexico
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Quick answers generated from the profile data available on this page.
Roma Lyon works for Scotia Wealth Management.
Roma Lyon is listed as Defer taxation, invest wisely, and elevate the strategy. If you're interested in improving your results just reach out! at Scotia Wealth Management.
Roma Lyon is based in Greater Toronto Area, Canada, Canada while working with Scotia Wealth Management.
Roma Lyon has worked for Scotia Wealth Management, Rbc Wealth Management, Downtown Chrysler Dodge Jeep Ram, Connect 6, and Nex Rental.
Roma Lyon's colleagues at Scotia Wealth Management include Cori Toews Ba, Cfp®, Rrc®,, Chun Yiu Leung, Abira Edward, Linlin Li, and Matthew Petryk.
You can use AeroLeads to view verified contact signals for Roma Lyon at Scotia Wealth Management, including work email, phone, and LinkedIn data when available.
Roma Lyon holds Bachelor'S Degree, International Business Management from Seneca College.
Roma Lyon is listed with skills including Leadership, Visual Merchandising, Powerpoint, Accounting, Proofreading, History, Photoshop, and Mobile Payments.
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