Adam Pasquali
Total Wealth Planner - Scotia Wealth Management @Scotiabank
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WORK HISTORY
Total Wealth Planner - Scotia Wealth Management @Scotiabank
Toronto, ON, CA
I conduct both virtual and in-person discovery and presentation meetings for clients who generally have total investable assets of and above.Throughout our total wealth planning commitment, I am involved in Retirement, Tax, Investment, Cash Flow, Insurance, Estate and Business planning.
EDUCATION
Langstaff Secondary School
French Immersion
York University
Bachelor of Commerce (B.Comm.), Accounting & Taxation
Advocis (The Financial Advisors Association of Canada)
CLU - Insurance, Tax & Estate Planning for Business Owners
FP Canada
CFP
STEP Canada | The Society of Trust and Estate Practitioners (Canada)
TEP
SKILLS
ABOUT ADAM PASQUALI
Adam\'s diverse financial background in wealth and succession planning has allowed him to develop strong relationships with clients, advisors and other specialists over the years, while primarily ensuring that his clients’ goals have been thoroughly addressed through a holistic planning approach. He has almost 15 years of financial planning experience including positions focusing on investment advising, trust & estate planning as well as providing expertise to small business owners on retirement, tax & longevity planning. He currently works as a Total Wealth Planner with Scotia Wealth Management where he creates comprehensive financial plans for high net worth Scotia Mcleod, PIC & Private Banking clients. Adam holds both the Certified Financial Planner® and Trust and Estate Practitioner® designations in addition to a Bachelor of Commerce where he majored in financial accounting and taxation. He is currently in the process of obtaining the Chartered Life Underwriter® designation. Adam enjoys discussing investment trends, creative tax planning strategies and any other component that could help improve someone’s path to achieving their goals. He is an avid reader and also feels strongly about giving back to the community, where he volunteers through the Junior Achievement program every year to empower youth and help them take control of their finances and careers beginning at an early age.
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