Brian Coote

Portfolio Manager

popup medal icon RIA: Certified

Certifications in RI:

Responsible Investment Professional Certification (RIPC)

Brian Coote is a Portfolio Manager at Scotia Wealth Management with over 20 years’ experience. Brian has been a Portfolio Manager with Scotia Wealth Management since 2014. For the previous 10 years, Brian ran a successful business self-employed as a Portfolio Manager at an independent firm in the South Surrey/White Rock area. The experience he gained being a business owner helps him to relate to his clients, many of whom are, or have been successful business owners themselves.

Brian adheres to a disciplined investment philosophy that is focused on long term performance while managing risk. Through a systematic process, Brian develops appropriate financial strategies that will allow his clients to reach their personal financial goals.

As a Portfolio Manager, he manages each client’s portfolio based on a detailed Investment Policy Statement that outlines the parameters of the portfolio.

Services Offered in RI
  • Financial planning
  • Will & Estate planning
  • Taxation planning
  • Investment management
  • Charitable giving
Minimum Account Size


Investor Type Dealt With


Type of License


Provinces Licensed In
  • Alberta
  • British Columbia
  • Nova Scotia
  • Ontario