David Allard - ScotiaMcLeod, Scotia Wealth Management, Kelowna, BC
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Description
Scotia Wealth Management is an innovative team-based approach to wealth management that
addresses the entirety of your life—your family, your business, your future—one facet
at a time. Together with your relationship manager, our Scotia Wealth Management specialists
bring their skills and expertise to the consideration of what you’ve accumulated—and how
best to administer it through life’s changes. From financial counsel on managing your wealth to
careful contemplation of how to transfer it to future generations, it’s your thinking combined
with our thinking, to create Enriched Thinking.
- Financial Planning
- Scotiabank
- Financial Planners
- Investment Services
- en
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