Brett Standen, Wealth Advisor
We understand that each client’s needs are unique, and financial advice is not a “one size fits all” situation. Your priorities are reflective of your individual goals, and you need financial advice that is tailored to fit. Our team of dedicated, experienced professionals can help you manage your investments with a personalized plan that keeps your best interests in the forefront. You can trust our experience, our integrity, and our commitment to exceptional customer service. As part of Scotia Wealth Management, we build long term relationships with our clients, and work with them to create innovative financial solutions that evolve over time. More than financial planning, it’s planning for the rest of your life. Let us help you secure the financial future you envision, now.
Services Overview Investing, Investment advice and solutions from ScotiaMcLeod,® a division of Scotia Capital Inc. A disciplined investment philosophy is a fundamental component of our commitment to you. We take a long-term approach to investing while managing risk. Our portfolio approach is focused on establishing the optimal asset allocation, investment selection and diversification to provide the best return possible for your appropriate level of risk. We provide a documented investment strategy that is based on a thorough assessment of your individual needs and guides portfolio monitoring and recommendations. Building a Financial Plan, Financial Planning from Scotia Capital Inc. Developing a financial plan is the first key step in organizing your finances and making sure you are on track to meeting your investment and lifestyle objectives. A properly developed financial plan can help you set your priorities and investments accordingly. Once this is developed, you will have a better understanding of your estate planning and insurance needs. Estate and Trust Services, Estate and trust planning from Scotiatrust,® The Bank of Nova Scotia Trust Company Our estate and trust professionals have 125 years of experience in planning and administering estates and trusts. They have the expertise to develop an estate plan that meets your needs and protects your family’s wealth. For clients who are committed to creating a meaningful philanthropic legacy, we have the means and knowledge to guide you in making a lasting contribution. We are the largest provider of expert philanthropic services to private foundations with endowments exceeding $1 billion and more than 400 foundations. Insurance Planning, Protection from Scotia Wealth Insurance Services Inc. Our insurance team compliments the wealth management process by delivering valuable, innovative, insurance-based solutions that are integral to helping you build and preserve your wealth. Our solutions allow you to address your financial goals through minimizing taxes, enhancing your investment income, managing risk, or creating a legacy. Private Banking, Banking services from Private Banking, The Bank of Nova Scotia You can reduce the time you spend managing your finances with the help of your dedicated Private Banker who will provide comprehensive, preferential banking services on a highly individualized basis. You and your family will have a dedicated Private Banker who will manage all your banking needs proactively, discreetly and accurately.
Address: Bow Valley #1 – Suite 1700 – 6th Avenue SW Calgary, Alberta, Canada T2R 0R9
Phone: +1 403 213 7325
FAX: +1 403 213 7505
