Shirley Jones Paley

BComm, CIM®, FCSI®, RIAC
Scotia Wealth Management

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We work with affluent families and their trusted advisers, using a consultative approach to provide tailored wealth management solutions to protect family legacies and allow for an orderly and tax-efficient transition of wealth for future generations

Services Offered in RI
  • Financial planning
  • Will & Estate planning
  • Taxation planning
  • Investment management
  • Charitable giving
Investor Type Dealt With

Individual

Institutional

Type of License

IIROC

Provinces Licensed In
  • Alberta
  • British Columbia
  • Manitoba
  • Ontario
  • Saskatchewan