Brady Rix

Associate Portfolio Manager @Scotia Wealth Management

Calgary, AB, CA
MOBILE NUMBERS
+91 *********19

Signup · Get unlimited contacts

WORK HISTORY

Jun 2025 — Present

Associate Portfolio Manager @Scotia Wealth Management

View department →

EDUCATION

2005 — 2009

University of Wisconsin-Superior

Bachelor of Business Administration (B.B.A.), Finance

2010 — 2013

University of Wisconsin-Madison

Master of Business Administration (MBA), Finance, General

SKILLS

Retirement PlanningHigh Net Worth IndividualsInvestment AdvisoryRetail BankingFinancial AdvisoryWealth ManagementWealthAsset ManagementRetirementStrategic Financial PlanningFinancePortfolio ManagementLoansInvestmentsFinancial PlanningMortgage LendingInvestment StrategiesPersonal Financial PlanningBankingMutual FundsResidential MortgagesCreditRelationship ManagementWealth Management Services

ABOUT BRADY RIX

My team and I provide our clients with personalized total wealth planning and a customized investment strategy designed to adapt to all the changes in our clients lives. With over 16 years in the financial services industry and a financial planning background I work with clients to help protect and preserve wealth and create a meaningful future for themselves and their families: Financial Planning Tax Planning Estate Planning Risk Management Multi generational wealth management Customized Investment Strategies Tax Efficient Investing Women and Wealth

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Brady Rix — Associate Portfolio Manager at Scotia Wealth Management in Calgary, AB, CA | Unifers