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Pallett Wealth Management Team

Dominion Securities - Our professionals provide expertise and a global outlook offering you a complete spectrum of premium wealth management solutions, including investment advice, financial planning, discretionary portfolio management, global private banking

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Pat Brennan - ScotiaMcLeod Ottawa

Pat has been with the Scotiabank Group for 18 years.

He is a Wealth Advisor at ScotiaMcLeod. He brings his experience from his investment, retail & small business lending experince to each one of his clients.
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Penny Leckie: Calgary chartered accountant, CA, STEP, tax planner, tax accountant, estate planner, wealth, success, financial advisor, family, money management, tax therapist

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Perry Wong - Chartered Accountant specializing in insurance products and tax advantaged investment strategies in Toronto


Personal Investment Management Group - ScotiaMcLeod Toronto

Founded in 1975,

ScotiaMcLeod's Personal Investment Management Group has been providing comprehensive portfolio management for our clients for over 30 years. Our team of 10 portfolio managers has collective experience exceeding 250 years and spanning every market cycle since the 1950s.
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Personal Investment Management Group - Toronto ScotiaMcLeod | Thomas R. Vandewater, CFA, CIM

Thomas R.

Vandewater is a Portfolio Manager for ScotiaMcLeods Personal Investment Management Group (PIMG) located in heart of downtown Toronto. Toms mission is to manage investment portfolios in a way that will provide the highest possible comfort level for clients while striving to meet their financial goals.
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Personal Wealth Management, Pacific Spirit Investment Management | Pacific Spirit Investment Management

Make sound financial decisions and give your personal wealth management the attention it needs with an experienced Vancouver financial advisor from Pacific Spirit

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Potvin Financial Services - Ottawa, Canada

We are a professional financial advice,

insurance funds and advisor company with over 30 years of experience located in Ottawa, Ontario, Canada.
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Practical Magic - Erin Butler Online

Erin Butler - bringing magic to life.

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Prairieview Wealth Management - ScotiaMcLeod Regina

At Prairieview Wealth Management,

we recognize that our clients have worked hard to get to where they are today and they would like their money to do the same. We work with clients to protect and grow their wealth through conservative, tax-efficient and income generating portfolios that are aligned with our clients’ financial goals.
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