The Cook Team - Scotia Wealth Management - Similar companies

The Cook Team strives to put the immense resources of Scotia Wealth Management to work for our clients. We gain deep satisfac ... tion knowing that each of the five members of our team share the drive and desire to put clients first to deliver the utmost in value and service. We want to ensure every angle of their financial lives has been considered. We believe that relationships built on trust and integrity are critical to success in this business. A focus on these ideals allows us to work with an exciting group of diverse and wonderful clients. Experts In: • Thoughts leaders in Wealth Management • Clear, concise communication • Full transparency & disclosure • Total Wealth Planning • Strategic gifting & philanthropy • Working alongside your other trusted professionals • Portfolio Management & Risk adjusted returns • Cash flow management and withdrawal sequencing • Tax efficient wealth • Advanced Risk Management & Estate Planning read more