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The Sean White Group · Scotia Wealth Management

Our team capitalizes on the power of a total financial solution, maximizing opportunities while managing potential challenges.

Topics: branch manager, director, managing challenges, maximizing opportunities, scotia wealth management, sean white, strong relationship, the sean white group, total financial solution, wealth management, welcome

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Tucker Willson Group · Scotia Wealth Management
As your team of experienced Wealth Advisors with over 175 years of combined financial services experience, we are able to provide comprehensive investment solutions to meet the needs of our clients. In addition to investment advice, our team specializes in total wealth planning at all stages of life. Whether you're nearing retirement or planning your legacy, our team can equip you with the tools to prepare you and your family for the future.

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The Evanoff Group · Scotia Wealth Management
Investing with Scotia Wealth Management provides you with the expertise and guidance of a professional wealth advisor.

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Our philosophy is based very much on the idea of creating a strong healthy foundation within your investment portfolio so that it may grow and flourish over time, adapting as life does.

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We work with Scotia Wealth Management’s exclusive top specialists, providing a truly integrated wealth management approach. Our team provides tailored total wealth management strategies for select individuals, their families, business owners, and incorporated professionals. Our service is distinguished by the structure of our team, and our approach to working with you and your extended circle of advisors. We focus on bringing all aspects of your financial situation into a cohesive strategy and implementing an action plan with a seamless service approach. We understand the time constraints and service expectations of sophisticated clients and have built a team of dedicated professionals focused on helping you achieve your goals.

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We first listen to gain a full understanding of your financial vision, your goals and your circumstances.

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Codey Boers, Wealth Advisor · Scotia Wealth Management
Codey Boers is a Wealth Advisor for Scotia Wealth Management, covering the Burlington, Milton and Oakville region

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Mohtadi Financial Advisory Group · Scotia Wealth Management
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