Certifications in Responsible Investment: Responsible Investment Professional Certification (RIPC)
Mallika Verma
JENNIFER BANKS
Mohamed Jelassi
We’re Desjardins Insurance—Desjardins Group’s life and health insurance subsidiary.
We offer a wide range of life and health insurance and savings and investment solutions through our extensive distribution networks. In Quebec, members have access to our complete insurance and savings offer right at their caisse.
More than five million Canadians are counting on our solid expertise and our people-focused approach at every stage of their life
Philip Picado
Alexandre Ouellet-Gendron
Created by and for professionals, Professionals’ Financial is fully dedicated to responding to its clients’ wealth management needs, offering innovative and customized solutions, while maintaining the highest standards of competence, integrity and corporate governance.
Aimee Palmer
Brian Coote
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.