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Todd Hann Cfp, Cim, Fma Email & Phone Number

Wealth Advisor and Portfolio Manager at Scotia Wealth Management
Location: Halifax, Nova Scotia, Canada 9 work roles 1 school
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Current company
Scotia Wealth Management
Role
Wealth Advisor and Portfolio Manager
Location
Halifax, Nova Scotia, Canada
Company size
2283 employees

Who is Todd Hann Cfp, Cim, Fma? Overview

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Quick answer

Todd Hann Cfp, Cim, Fma is listed as Wealth Advisor and Portfolio Manager at Scotia Wealth Management, a company with 2283 employees, based in Halifax, Nova Scotia, Canada. AeroLeads shows a matched LinkedIn profile for Todd Hann Cfp, Cim, Fma.

Todd Hann Cfp, Cim, Fma previously worked as Wealth Advisor/Portfolio Manager at Scotia Wealth Management and Investment Counselor at Assante Wealth Management Private Client. Todd Hann Cfp, Cim, Fma holds Diploma, Business Administration (Financial Accounting) from College Of The North Atlantic (Formerly Westviking College Of Applied Arts And Technology.

Company email context

Email format at Scotia Wealth Management

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Scotia Wealth Management

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Profile bio

About Todd Hann Cfp, Cim, Fma

I have over 27 years' experience in the financial services industry; specializing in discretionary investment management, retirement and investment planning experience with investment portfolios, segregated stocks, pools, bonds and mutual funds as well as estate and trust planning. I have extensive knowledge supporting affluent clients and implementing integrated wealth solutions. Key skills:⦁ Group (internal and external) presentation creation and delivery ⦁ Coaching, mentoring and training⦁ Strong business development and relationship building skills.⦁ In depth knowledge of estate and trust services ⦁ Extensive banking and credit experience. ⦁ In depth knowledge of credit policies and procedures

Current workplace

Todd Hann Cfp, Cim, Fma's current company

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Scotia Wealth Management
Scotia Wealth Management
Wealth Advisor and Portfolio Manager
Halifax Regional Municipality, NS, CA
Website
scotiawealthmanagement.com
Employees
2283
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Company profile
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9 roles · 29 years

Todd Hann Cfp, Cim, Fma work experience

A career timeline built from the work history available for this profile.

Associate Portfolio Manager

Td

Halifax, Nova Scotia, Canada

2014 - 2017 ~3 yrs

Private Account Executive

Td

Halifax, Nova Scotia, Canada

2009 - 2014 ~5 yrs

Business Adviser

Cibc

Calgary, Alberta, Canada

2003 - 2005 ~2 yrs

Financial Advisor

Td

Calgary, Alberta, Canada

2001 - 2003 ~2 yrs

Financial Services Officer

Td

Calgary, Alberta, Canada

1997 - 2001 ~4 yrs
Team & coworkers

Colleagues at Scotia Wealth Management

Other employees you can reach at scotiawealthmanagement.com. View company contacts for 2283 employees →

JI Joon Il Huh Joon Il Huh Colleague at Scotia Wealth ManagementGreater Toronto Area, Canada, Canada View → ZL Zach Ladner, Cpa Zach Ladner, Cpa Colleague at Scotia Wealth ManagementPrince Edward Island, Canada, Canada View → JP Jeffrey Petrie Jeffrey Petrie Colleague at Scotia Wealth ManagementLondon, Ontario, Canada, Canada View → TR Travis Rowse Travis Rowse Colleague at Scotia Wealth ManagementToronto, Ontario, Canada, Canada View → ET Emily Tucker, Cim® Emily Tucker, Cim® Colleague at Scotia Wealth ManagementCanada, Canada View → JE J Everardo Villalobos V J Everardo Villalobos V Colleague at Scotia Wealth ManagementNaucalpan De Juárez, México, Mexico, Mexico View → BT Blerina Toro Blerina Toro Colleague at Scotia Wealth ManagementToronto, Ontario, Canada, Canada View → RC Robert Caldarola, Cfp®, Cim®, Fcsi® Robert Caldarola, Cfp®, Cim®, Fcsi® Colleague at Scotia Wealth ManagementMarkham, Ontario, Canada, Canada View → MH Madushi Haththotuwegama Madushi Haththotuwegama Colleague at Scotia Wealth ManagementCanada, Canada View → KL Ken Lee Ken Lee Colleague at Scotia Wealth ManagementGreater Toronto Area, Canada, Canada View →
1 education record

Todd Hann Cfp, Cim, Fma education

  • College Of The North Atlantic (Formerly Westviking College Of Applied Arts And Technology
    College Of The North Atlantic (Formerly Westviking College Of Applied Arts And Technology
    Diploma, Business Administration (Financial Accounting)
FAQ

Frequently asked questions about Todd Hann Cfp, Cim, Fma

Quick answers generated from the profile data available on this page.

What company does Todd Hann Cfp, Cim, Fma work for?

Todd Hann Cfp, Cim, Fma works for Scotia Wealth Management.

What is Todd Hann Cfp, Cim, Fma's role at Scotia Wealth Management?

Todd Hann Cfp, Cim, Fma is listed as Wealth Advisor and Portfolio Manager at Scotia Wealth Management.

Where is Todd Hann Cfp, Cim, Fma based?

Todd Hann Cfp, Cim, Fma is based in Halifax, Nova Scotia, Canada while working with Scotia Wealth Management.

What companies has Todd Hann Cfp, Cim, Fma worked for?

Todd Hann Cfp, Cim, Fma has worked for Scotia Wealth Management, Assante Wealth Management Private Client, Td, Bmo Financial Group, and Cibc.

Who are Todd Hann Cfp, Cim, Fma's colleagues at Scotia Wealth Management?

Todd Hann Cfp, Cim, Fma's colleagues at Scotia Wealth Management include Joon Il Huh, Zach Ladner, Cpa, Jeffrey Petrie, Travis Rowse, and Emily Tucker, Cim®.

How can I contact Todd Hann Cfp, Cim, Fma?

You can use AeroLeads to view verified contact signals for Todd Hann Cfp, Cim, Fma at Scotia Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Todd Hann Cfp, Cim, Fma attend?

Todd Hann Cfp, Cim, Fma holds Diploma, Business Administration (Financial Accounting) from College Of The North Atlantic (Formerly Westviking College Of Applied Arts And Technology.

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