Scotia Wealth Management

Finance · Canada · 11-50 Employees

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Overview

Headquarters

225 6 Ave SW Suite 1700, Calgary, Albert...

Phone Number

(403) 298-4090

Revenue

$6.8 Million

Industry

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

The Nasser Group offers investment management and wealth planning services specifically tailored for high net worth clients in Calgary and across Canada. They are recognized for their dedicated, results-driven, and reliable approach to wealth management. As part of Scotia Wealth Management, they provide a comprehensive range of financial services, including estate planning and private banking. Their expertise is aimed at helping clients navigate complex financial landscapes to achieve their investment goals.Explore more
Popular SearchesScotia Wealth ManagementScotia Capital IncMaguss Nasser GroupSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Scotia Wealth Management

$6.8M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
PS
Patrick SmithWealth Advisor & Portfolio Manager
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1998
SR
Stefania RuizAdministrative Associate
<$5M
1-10
Private
-
-
LH
Laura HuntAdministrative Support Assistant
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

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.nassergroup.ca
What is Scotia Wealth Management's Revenue?
Scotia Wealth Management's revenue is $6.8 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 11-50 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: The Bank of Nova Scotia, The Wise Investment Group, Mattenley Group, Greyell Portfolio 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: (403) 298-4090 Website: www.nassergroup.ca
What does Scotia Wealth Management do?

The Nasser Group offers investment management and wealth planning services specifically tailored for high net worth clients in Calgary and across Canada. They are recognized for their dedicated, results-driven, and reliable approach to wealth management. As part of Scotia Wealth Management, they provide a comprehensive range of financial services,... including estate planning and private banking. Their expertise is aimed at helping clients navigate complex financial landscapes to achieve their investment goals.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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