Scotia Wealth Management

Finance · Canada · 1-10 Employees

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Overview

Headquarters

165 Kent St W, Lindsay, Ontario, K9V 2Y4...

Phone Number

(705) 878-0844

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Scotia Wealth Management

Scotia Wealth Management, located in Lindsay, Ontario, specializes in unbiased financial planning for seniors over 60. Wealth Advisor Ben Walden collaborates with clients to define their financial goals and create tailored strategies, addressing taxation, investments, estate planning, and income requirements. The firm emphasizes a team-based approach, providing clients with peace of mind through comprehensive financial services. Scotia Wealth Management is part of the Bank of Nova Scotia group, offering a range of financial services including wealth advisory, insurance, and estate planning.Explore more
Popular SearchesScotia Wealth ManagementScotiaMcLeodScotia Capital IncScotiawealthmanagement ComSIC Code 62,628NAICS Code 52,523Show more

Scotia Wealth Management Org Chart

PhoneEmail
MW
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Administrative Support Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Scotia Wealth Management

<$5M
1-10
Private
-
-
MW
Maureen WaldenAdministrative Support Assistant
<$5M
11-50
Private
-
2000
N/A
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
PL
Pat Landreth-SmithWealth Advisor & Portfolio Manager
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
WR
Walter RichardsonWealth Management Advisor
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Company Profile Activity

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Activity Insights

Scotia Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Scotia Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Scotia Wealth Management.

Scotia Wealth Management Tech Stack

A closer look at the technologies used by Scotia Wealth Management

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Frequently Asked Questions Regarding Scotia Wealth Management

What is Scotia Wealth Management's official website?
Scotia Wealth Management's official website is www.over60.ca
What is Scotia Wealth Management's Revenue?
Scotia Wealth Management's revenue is <$5 Million
What is Scotia Wealth Management's SIC code?
Scotia Wealth Management's SIC: 62,628
What is Scotia Wealth Management's NAICS code?
Scotia Wealth Management's NAICS: 52,523
How many employees does Scotia Wealth Management have?
Scotia Wealth Management has 1-10 employees
What industry does Scotia Wealth Management belong to?
Scotia Wealth Management is in the industry of: Finance, Securities Trading
What is Scotia Wealth Management competition?
Scotia Wealth Management top competitors include: ScotiaMcLeod, Peterkin Financial Advisory Group, Mani Mohtadi, Mellow - Richardson Wealth Management
What technology does Scotia Wealth Management use?
Some of the popular technologies that Scotia Wealth Management uses are: Google Tag Manager, Amazon Web Hosting, Google Global Site Tag
How do I contact Scotia Wealth Management?
Scotia Wealth Management contact info: Phone number: (705) 878-0844 Website: www.over60.ca
What does Scotia Wealth Management do?

Scotia Wealth Management, located in Lindsay, Ontario, specializes in unbiased financial planning for seniors over 60. Wealth Advisor Ben Walden collaborates with clients to define their financial goals and create tailored strategies, addressing taxation, investments, estate planning, and income requirements. The firm emphasizes a team-based approa... ch, providing clients with peace of mind through comprehensive financial services. Scotia Wealth Management is part of the Bank of Nova Scotia group, offering a range of financial services including wealth advisory, insurance, and estate planning.Read More

Is Scotia Wealth Management a public company?
Scotia Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Scotia Wealth Management

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