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Abdullah Masood is listed as Wealth Advisor | Trusted Partner for Holistic Financial Planning | Community Board Member at Scotia Wealth Management, a company with 3 employees, based in Greater Sudbury, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Abdullah Masood.
Abdullah Masood previously worked as Wealth Advisor at Scotia Wealth Management and Wealth Management Associate at Scotia Wealth Management. Abdullah Masood holds Bba Specialization Finance With Co-Op Honours Roll, Accounting And Finance from Laurentian University/Université Laurentienne.
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As a professional wealth advisor, I serve the affluent professionals and business owners of Sudbury, guiding them through their very own financial journey towards financial freedom while aligning finances with their goals. At the heart of my practice is a deep-seated commitment to forging relationships with clients that are grounded in trust, honesty, and integrity.Clients will experience an exclusive and personalized service, enjoying bespoke strategies designed for success, tailored to fulfill their aspirations and bring peace of mind.Together with my team of specialists, we are dedicated to streamlining and enhancing our clients' financial lives with elegance and expertise. My clients have learned to expect the best solutions and experience when it comes to their finances. The relationship is a beautiful collaboration of our expertise and your dreams. Our Team's Specialization:
Listed skills include Helping Clients, Problem Solving, Communication, Client Relations, and 6 others.
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A career timeline built from the work history available for this profile.
Greater Sudbury, Ontario, Canada
My team and I specialize in a process we call "Total Wealth Planning." This is an approach that focuses on addressing all aspects of the wealth you've accumulated, and carefully crafting progressive strategies to maintain your wealth and eventually addressing the complexities to transfer to your next generation.Among our various beliefs to doing business.
One year of specialized training in Scotiabank's exclusive Wealth Management Associate Program. Areas of in depth training included financial planning, portfolio management, estate planning, taxation issues, insurance and tailored lending strategies, as well as facilitating in depth discussions around personal financial considerations. This in depth.
Other employees you can reach at scotiawealthmanagement.com. View company contacts for 3 employees →
Chris Mathews, Cfa
Colleague at Scotia Wealth Management
Ottawa, Ontario, Canada, Canada
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JL
Josh L.
Colleague at Scotia Wealth Management
Canada, Canada
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GC
Grace Chalmers
Colleague at Scotia Wealth Management
Greater Calgary Metropolitan Area, Canada
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ED
Evan Da Re
Colleague at Scotia Wealth Management
Toronto, Ontario, Canada, Canada
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RR
Rafael Romo
Colleague at Scotia Wealth Management
Querétaro, Querétaro, Mexico, Mexico
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GJ
Gabriel Jones
Colleague at Scotia Wealth Management
Victoria, British Columbia, Canada, Canada
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CL
Carmen Luisa Téllez Girón Garza
Colleague at Scotia Wealth Management
Atizapán De Zaragoza, México, Mexico, Mexico
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LM
Lezette Miller
Colleague at Scotia Wealth Management
Nassau, New Providence, The Bahamas, Bahamas
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JK
John Kaglik
Colleague at Scotia Wealth Management
Toronto, Ontario, Canada, Canada
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DB
Daniela Bustos
Colleague at Scotia Wealth Management
Beloeil, Quebec, Canada, Canada
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Quick answers generated from the profile data available on this page.
Abdullah Masood works for Scotia Wealth Management.
Abdullah Masood is listed as Wealth Advisor | Trusted Partner for Holistic Financial Planning | Community Board Member at Scotia Wealth Management.
Abdullah Masood is based in Greater Sudbury, Ontario, Canada while working with Scotia Wealth Management.
Abdullah Masood has worked for Scotia Wealth Management and Scotiabank.
Abdullah Masood's colleagues at Scotia Wealth Management include Chris Mathews, Cfa, Josh L., Grace Chalmers, Evan Da Re, and Rafael Romo.
You can use AeroLeads to view verified contact signals for Abdullah Masood at Scotia Wealth Management, including work email, phone, and LinkedIn data when available.
Abdullah Masood holds Bba Specialization Finance With Co-Op Honours Roll, Accounting And Finance from Laurentian University/Université Laurentienne.
Abdullah Masood is listed with skills including Helping Clients, Problem Solving, Communication, Client Relations, Wealth Preservation Planning, Philanthropy, Tax Planning, and Wealth Management.
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