Scotia Wealth Management, West Vancouver, BC

Wealth means different things to different people. Yet it is always tied to a sense of financial well being. If you have wealth, financial well being means preserving your assets and ensuring their growth against an uncertain future. If, like most Canadians, you are in the process of building wealth, every opportunity for long-term growth will be important to you.

As a highly qualified and knowledgeable professional wealth advisor, I develop uniquely personalized wealth management strategies that include building a tax efficient investment portfolio, as well as encompassing all aspects of retirement and estate planning, including business succession, wills, insurance and philanthropy and charitable giving.