RIA: Certified Scotia Wealth Management is an innovative team-based approach to wealth management that addresses the entirety of your life – your family, your business, your future – one facet at a time.
As part of the team, Christian Farstad builds customized, tax-efficient portfolios that rigorously reflect a client’s income, capital preservation, asset growth expectations, and tolerance for risk.
Services Offered in RI
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
- Charitable giving
- Small business planning
Minimum Account Size
$250,000+
Investor Type Dealt With
Individual
Institutional
Type of License
IIROC
Provinces Licensed In
- Alberta
- British Columbia
- Ontario