If you're an investor who wants choice, flexibility and rigorous risk management, you've come to the right place.
A Total Wealth Management Strategy designed just for you.
Dave takes the time to consider all the factors that make your financial situation unique, and he personalizes your investment portfolio, tax strategy, retirement plan and estate plan so that they all work together.
And, if you're retired or approaching retirement, you'll benefit from Dave's expertise in making all the right decisions that need to be made in this stage of life.
Come and experience the professional excellence and service provided by Dave and his team.
Visit our Upcoming Seminars page for opportunities to learn about key wealth management topics.
Dave highly values the independence that Scotia Wealth Management offers in being able to provide the broadest range of financial tools to his clients. His client-focused approach has received recognition in both the local and national media.
Dave and his team are dedicated to professional excellence and delivering the highest levels of service.
To Ensure Your Financial Success, We Will:
- Learn about your current financial plan and life goals
- Develop a personalized investment portfolio
- Provide monthly income as needed
- Explain our recommendations in words you understand
- Ensure your investment strategies are tax efficient
- Monitor your plan regularly to ensure it stays on strategy
- Openly discuss investment management costs
- Work with your other professionals to coordinate your finances
- Help you plan for major life transitions