Will Chapple, Cfa, Cfp
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Will Chapple, Cfa, Cfp Email & Phone Number

Wealth Advisor, Portfolio Manager at Scotia Wealth Management
Location: Greater Toronto Area, Canada, Canada 6 work roles 1 school
1 work email found @scotiabank.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email w****@scotiabank.com
LinkedIn Profile matched
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Current company
Scotia Wealth Management
Role
Wealth Advisor, Portfolio Manager
Location
Greater Toronto Area, Canada, Canada
Company size
3 employees

Who is Will Chapple, Cfa, Cfp? Overview

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Quick answer

Will Chapple, Cfa, Cfp is listed as Wealth Advisor, Portfolio Manager at Scotia Wealth Management, a company with 3 employees, based in Greater Toronto Area, Canada, Canada. AeroLeads shows a work email signal at scotiabank.com and a matched LinkedIn profile for Will Chapple, Cfa, Cfp.

Will Chapple, Cfa, Cfp previously worked as Investment Associate at Scotiamcleod and Senior Associate at Scotiamcleod. Will Chapple, Cfa, Cfp holds Bachelor Of Commerce (B.Com.), Management Economics In Industry And Finance from University Of Guelph.

Company email context

Email format at Scotia Wealth Management

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*@scotiabank.com
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AeroLeads found 1 current-domain work email signal for Will Chapple, Cfa, Cfp. Compare company email patterns before reaching out.

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Profile bio

About Will Chapple, Cfa, Cfp

After graduating from the University of Guelph with a Bachelor of Commerce degree, I achieved the Chartered Financial Planning (CFP) and Chartered Financial Analyst (CFA) designations. Using my education and experience working at ScotiaMcLeod, I specialize in assisting clients through all stages of life by taking a holistic approach and customizing advice based on individual goals and aspirations.

Current workplace

Will Chapple, Cfa, Cfp's current company

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Scotia Wealth Management
Scotia Wealth Management
Wealth Advisor, Portfolio Manager
Website
scotiawealthmanagement.com
Employees
3
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6 roles

Will Chapple, Cfa, Cfp work experience

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

Investment Associate

Scotiamcleod

Toronto, Ontario, Canada

Feb 2018 - Oct 2023

Senior Associate

Scotiamcleod

As a member of The Horan Team my primary focus is to assist in the day to day trading and administration of the business.

Mar 2016 - Feb 2018

Junior Analyst - Managed Portfolio Program

Scotiamcleod

Toronto, Canada Area

  • Analysed portfolio holdings of advisors in the Managed Portfolio Program on a quarterly basisensuring sector diversification, compliance and client suitability standards
  • Recorded and approved all MPP documentation and supported advisor teams with this process
  • Acted as main point of contact for all administrative requests for MPP, including policyclarification, general program information and rejected account information.
  • Attended Portfolio Manager meetings and conferences staying informed in the industry
Apr 2014 - Mar 2015

Accounting Officer, Maturity Desk

Scotiabank Global Banking And Markets

Toronto

  • Calculated interest payments on early redemptions and compounding GIC’s demonstrating high attention to detail
  • Showed a solid understanding of Excel and Access in addition to Broadridge platform on a daily basis
  • Analyzed and resolved problematic transactions both individually and as a team using excellent communication skills
  • Assisted financial advisors daily resolving inquiries promptly and accurately
Sep 2013 - Apr 2014

Customer Representative

Scotiabank
  • Developed and retained profitable client relationships through promotion of the Bank’s products and services
  • Instrumental to the overall success of the Bank through excellent client services while adhering to operational procedures and policies
  • Displayed confidence and understanding by ensuring client transactions completed were comprehensive and accurate with strong knowledge of Forms Free Teller
  • Responded to and resolved customer inquiries and concerns in a timely manner
May 2013 - Sep 2013
Team & coworkers

Colleagues at Scotia Wealth Management

Other employees you can reach at scotiawealthmanagement.com. View company contacts for 3 employees →

TM Tania Muñoz Tania Muñoz Colleague at Scotia Wealth Management León, Guanajuato, Mexico, Mexico View → BL Bill Ladyman Bill Ladyman Colleague at Scotia Wealth Management Winnipeg, Manitoba, Canada, Canada View → DH Dawson Hourd Dawson Hourd Colleague at Scotia Wealth Management Toronto, Ontario, Canada, Canada View → DW Derek Weisbeck Derek Weisbeck Colleague at Scotia Wealth Management Edmonton, Alberta, Canada, Canada View → BS Brock Shwaluk Brock Shwaluk Colleague at Scotia Wealth Management Greater Winnipeg Metropolitan Area, Canada View → CS Carrie Skaggs Carrie Skaggs Colleague at Scotia Wealth Management Calgary, Alberta, Canada, Canada View → ND Nadia Di Felice Nadia Di Felice Colleague at Scotia Wealth Management Vaughan, Ontario, Canada, Canada View → BM Brendan Mckay, Cim® Brendan Mckay, Cim® Colleague at Scotia Wealth Management Toronto, Ontario, Canada, Canada View → DA Debbie Ann Espiritu Debbie Ann Espiritu Colleague at Scotia Wealth Management Greater Toronto Area, Canada, Canada View → CC Charlie Chan Charlie Chan Colleague at Scotia Wealth Management Vancouver, British Columbia, Canada, Canada View →
1 education record

Will Chapple, Cfa, Cfp education

FAQ

Frequently asked questions about Will Chapple, Cfa, Cfp

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

What company does Will Chapple, Cfa, Cfp work for?

Will Chapple, Cfa, Cfp works for Scotia Wealth Management.

What is Will Chapple, Cfa, Cfp's role at Scotia Wealth Management?

Will Chapple, Cfa, Cfp is listed as Wealth Advisor, Portfolio Manager at Scotia Wealth Management.

What is Will Chapple, Cfa, Cfp's email address?

AeroLeads has found 1 work email signal at @scotiabank.com for Will Chapple, Cfa, Cfp at Scotia Wealth Management.

Where is Will Chapple, Cfa, Cfp based?

Will Chapple, Cfa, Cfp is based in Greater Toronto Area, Canada, Canada while working with Scotia Wealth Management.

What companies has Will Chapple, Cfa, Cfp worked for?

Will Chapple, Cfa, Cfp has worked for Scotia Wealth Management, Scotiamcleod, Scotiabank Global Banking And Markets, and Scotiabank.

Who are Will Chapple, Cfa, Cfp's colleagues at Scotia Wealth Management?

Will Chapple, Cfa, Cfp's colleagues at Scotia Wealth Management include Tania Muñoz, Bill Ladyman, Dawson Hourd, Derek Weisbeck, and Brock Shwaluk.

How can I contact Will Chapple, Cfa, Cfp?

You can use AeroLeads to view verified contact signals for Will Chapple, Cfa, Cfp at Scotia Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Will Chapple, Cfa, Cfp attend?

Will Chapple, Cfa, Cfp holds Bachelor Of Commerce (B.Com.), Management Economics In Industry And Finance from University Of Guelph.

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