AeroLeads people directory · profile
Salomon Elbaz, B.Comm., Fin. Pl., Cim®, Tep Email & Phone Number
Head of Legacy Planning
at
Heritage MD - Wealth Advisory
1 work email found
@scotiabank.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Head of Legacy Planning
Location
Montreal, Quebec, Canada
Company size
Who is Salomon Elbaz, B.Comm., Fin. Pl., Cim®, Tep? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Salomon Elbaz, B.Comm., Fin. Pl., Cim®, Tep is listed as Head of Legacy Planning at Heritage MD - Wealth Advisory, a with 6 employees, based in Montreal, Quebec, Canada. AeroLeads shows a work email signal at scotiabank.com and a matched LinkedIn profile for Salomon Elbaz, B.Comm., Fin. Pl., Cim®, Tep.
Salomon Elbaz, B.Comm., Fin. Pl., Cim®, Tep previously worked as Senior Financial Planner, MD Management Limited at Md Financial Management | Gestion Financière Md and Senior Financial Planner MD Signature Private Wealth Management at Md Financial Management | Gestion Financière Md. Salomon Elbaz, B.Comm., Fin. Pl., Cim®, Tep holds Bachelor'S Degree, Finance & Accounting from Concordia University - John Molson School Of Business.
Company email context
Email format at Heritage MD - Wealth Advisory
This section adds company-level context without repeating Salomon Elbaz, B.Comm., Fin. Pl., Cim®, Tep's masked contact details.
*@scotiabank.com
68% confidence
AeroLeads found 1 current-domain work email signal for Salomon Elbaz, B.Comm., Fin. Pl., Cim®, Tep. Compare company email patterns before reaching out.
Profile bio
About Salomon Elbaz, B.Comm., Fin. Pl., Cim®, Tep
Whether personally or professionally, my mission has always been and will always be to improve and add value. I try my best everyday to apply to all aspects in my life the philosophy of Kaizen which, to me, means continuous improvement.Que ce soit sur le plan personnel ou professionnel, ma mission a toujours été et sera toujours d'améliorer et d'ajouter de la valeur. Je fais de mon mieux chaque jour pour appliquer à tous les aspects de ma vie la philosophie Kaizen qui, pour moi, signifie amélioration continue.
Listed skills include Teamwork, Leadership, Highly Analytical, Financial Analysis, and 46 others.
Current workplace
Salomon Elbaz, B.Comm., Fin. Pl., Cim®, Tep's current company
Company context helps verify the profile and gives searchers a useful next step.
Heritage Md - Wealth Advisory
11 roles
Salomon Elbaz, B.Comm., Fin. Pl., Cim®, Tep work experience
A career timeline built from the work history available for this profile.
Senior Financial Planner, Md Management Limited
Senior Financial Planner Md Signature Private Wealth Management
Current
Aug 2021 - Present
Member Board Of Directors
Current
Jun 2023 - Present
Vice President
Current
Melsol Holdings Inc./ District Holdings Inc.
Dec 2018 - Present
Financial Planner And Investment Specialist - Global Wealth Management
Aug 2017 - Aug 2021
Banker, Wealth Management
Mar 2016 - Aug 2017
Personal Banking Advisor
Jun 2014 - Mar 2016
Financial Security Advisor, Mutual Funds Representative/ Business Development Coordinator
Jan 2014 - Jun 2014
Business Development Coordinator/ Associate To Division Director
Jan 2013 - Jan 2014
Talent Acquisition & Marketing
May 2012 - Dec 2012
1 education record
Salomon Elbaz, B.Comm., Fin. Pl., Cim®, Tep education
-
Concordia University - John Molson School Of Business
FAQ
Frequently asked questions about Salomon Elbaz, B.Comm., Fin. Pl., Cim®, Tep
Quick answers generated from the profile data available on this page.
What company does Salomon Elbaz, B.Comm., Fin. Pl., Cim®, Tep work for?
Salomon Elbaz, B.Comm., Fin. Pl., Cim®, Tep works for Heritage MD - Wealth Advisory.
What is Salomon Elbaz, B.Comm., Fin. Pl., Cim®, Tep's role at Heritage MD - Wealth Advisory?
Salomon Elbaz, B.Comm., Fin. Pl., Cim®, Tep is listed as Head of Legacy Planning at Heritage MD - Wealth Advisory.
What is Salomon Elbaz, B.Comm., Fin. Pl., Cim®, Tep's email address?
AeroLeads has found 1 work email signal at @scotiabank.com for Salomon Elbaz, B.Comm., Fin. Pl., Cim®, Tep at Heritage MD - Wealth Advisory.
Where is Salomon Elbaz, B.Comm., Fin. Pl., Cim®, Tep based?
Salomon Elbaz, B.Comm., Fin. Pl., Cim®, Tep is based in Montreal, Quebec, Canada while working with Heritage MD - Wealth Advisory.
What companies has Salomon Elbaz, B.Comm., Fin. Pl., Cim®, Tep worked for?
Salomon Elbaz, B.Comm., Fin. Pl., Cim®, Tep has worked for Heritage Md - Wealth Advisory, Md Financial Management | Gestion Financière Md, Mada Community Support, Melsol Holdings Inc./ District Holdings Inc., and Scotiabank.
How can I contact Salomon Elbaz, B.Comm., Fin. Pl., Cim®, Tep?
You can use AeroLeads to view verified contact signals for Salomon Elbaz, B.Comm., Fin. Pl., Cim®, Tep at Heritage MD - Wealth Advisory, including work email, phone, and LinkedIn data when available.
What schools did Salomon Elbaz, B.Comm., Fin. Pl., Cim®, Tep attend?
Salomon Elbaz, B.Comm., Fin. Pl., Cim®, Tep holds Bachelor'S Degree, Finance & Accounting from Concordia University - John Molson School Of Business.
What skills is Salomon Elbaz, B.Comm., Fin. Pl., Cim®, Tep known for?
Salomon Elbaz, B.Comm., Fin. Pl., Cim®, Tep is listed with skills including Teamwork, Leadership, Highly Analytical, Financial Analysis, Strategic Financial Planning, Financial Accounting, Team Management, and Microsoft Office.
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