Stephen Uzielli - Scotiamcleod, Scotia Wealth Management

Scotia Wealth Management, a division of Scotia Capital Inc., offers a comprehensive, team-based approach to wealth management, focusing on the unique needs of clients throughout various life stages. Their specialists provide tailored financial strategies for individuals, families, and businesses, ensuring effective wealth administration and transfer across generations. With a diverse team of experienced professionals, including Certified Financial Planners, Investment Associates, and Estate and Trust Consultants, Scotia Wealth Management is dedicated to delivering personalized investment strategies and risk management solutions. Their commitment to client care and detailed planning drives the development of customized wealth plans that align with long-term goals and individual circumstances. Generated from the website

Morgan Gidge is a Senior Wealth Advisor and Portfolio Manager at Scotia McLeod, a division of Scotia Capital Inc., with over 25 years of investment experience. His expertise encompasses institutional investing, financial planning, and wealth management, making him a valuable asset to clients seeking comprehensive financial solutions. As a Fellow of the Canadian Securities Institute, a Certified Financial Planner, and a Chartered Financial Analyst, Morgan Gidge combines specialized knowledge with a commitment to helping clients navigate their financial journeys. His team, The Gidge Financial Group, offers a range of services under the Scotia Wealth Management umbrella, ensuring tailored strategies for individual and institutional clients alike. Generated from the website

The Farwell Group, a division of Scotia Wealth Management, specializes in addressing the diverse financial needs of successful Canadians. Their team of Wealth Advisors and subject matter specialists work closely with clients to simplify complex financial concepts and create tailored plans for retirement, estate planning, and charitable giving. With a focus on providing reliable, tax-efficient income streams and ensuring financial legacies, the Farwell Group empowers clients to navigate life's transitions with confidence. Their comprehensive services aim to maximize financial support for heirs while minimizing tax burdens, enabling clients to face their financial futures with clarity and assurance. Generated from the website