Sandra Perez Email and Phone Number
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Sandra Perez is a Portfolio Manager with Scotia Wealth Management. Sandra provides wealth management, advisory and securities services to a limited number of clients including ultra-high-net-worth families, entrepreneurs, multigenerational families, and trusts to help her clients navigate the complexities of their wealth in Canada and the US.Through Sandra and her team, clients have access to services and resources ordinarily reserved for the most sophisticated investors. Sandra takes a team-based approach to developing highly customized strategies and provides value across the entirety of each client's financial picture. She leverages the resources of a world-class platform together with the capabilities of her team to manage investments across multiple platforms.With over 12 years of experience in financial services, Sandra delivers investment management, corporate cash management & retirement plans, capital markets, wealth & estate planning and custom lending & liability management strategies. Sandra is a graduate of the Northern Alberta Institute of Technology and holds the Chartered Investment Management and Certified Financial Planning designations and is a Fellow Canadian Securities Institute. She is fluent in English, Spanish and Portuguese.
Scotiabank
View- Website:
- scotiabank.com
- Employees:
- 62849
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Portfolio ManagerScotiabank Mar 2021 - PresentEdmonton, Ab, Canada
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Associate Portfolio ManagerScotiabank Jan 2017 - Mar 2021Edmonton, Canada Area
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Financial Planner, Td WealthTd Aug 2015 - Jan 2017Spruce Grove, Alberta-Managed a selected number of clients, providing excellent advice with a focus on Retirement and Investment Planning through continuing relationship management.-Advised clients on how to identify their goals, potential obstacles, and recommended appropriate solutions -Monitored client portfolios to ensure these meet their progress and target requirements-Provided mentorship, guidance, and direction of activities and results to partners-Adhere to stringent compliance standards and regulations as set forth by IIROC and TD Bank. -
Senior Financial Advisor, ScotiabankScotiabank Sep 2013 - Aug 2015Edmonton, Canada Area-Responsible for managing over 500 wealthy clients including young professionals, business owners, executives, pre retirees and retirees in the retail banking sector.-Conducted thorough analyses of clients' financial situations, taking into account their financial goals, risk tolerance, time horizon, and stage of life. -Created individualized financial plans with a holistic approach to assist clients in achieving their objectives.-Advised on investments, debt management, cash management and insurance coverage and educated clients on diverse financial instruments and capital markets.-Advised and processed mutual fund solutions and Guaranteed Investment Certificates
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Portfolio Administrator, Scotia Private Investment Counsel, 1832 Asset Management L.P.Scotia Wealth Management Feb 2010 - Sep 2013Edmonton, Alberta, Canada-Prepared investment policy statements, client presentations, and talking points for the portfolio managers, among other portfolio management services to be carried out by registrants.-Responsible for cash management, including RIF payments, fees, and cash requests.-Created asset mix spreadsheets and made sure portfolios followed asset mix goals-Performed analysis on external mutual funds-Helped prepared financial plans for clients-Participated in account reviews and communicated with clients on a regular basis
Sandra Perez Skills
Sandra Perez Education Details
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Business Administration -
Universidad Guadalajara Lamar2 Year Of Studies
Frequently Asked Questions about Sandra Perez
What company does Sandra Perez work for?
Sandra Perez works for Scotiabank
What is Sandra Perez's role at the current company?
Sandra Perez's current role is Portfolio Manager at Scotia Private Investment Counsel, 1832 Asset Management L.P.
What is Sandra Perez's email address?
Sandra Perez's email address is sa****@****lth.com
What schools did Sandra Perez attend?
Sandra Perez attended Northern Alberta Institute Of Technology / Nait, Universidad Guadalajara Lamar.
What are some of Sandra Perez's interests?
Sandra Perez has interest in Economic Empowerment, Environment, Poverty Alleviation, Animal Welfare, Arts And Culture.
What skills is Sandra Perez known for?
Sandra Perez has skills like Portfolio Management, High Net Worth Individuals, Wealth Management, Investment Advisory, Trading, Mutual Funds, Investment Strategies, Investment Management, Asset Allocation, Investments, Asset Management, Securities.
Who are Sandra Perez's colleagues?
Sandra Perez's colleagues are Leanne Kelly, Christopher Chavarría Cambronero, Kelly Cocek, Saugat Banerjee, Bela Hilwm, Vinit Dadia, Valeska Ahumada Pastene.
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Sandra Perez
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