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Investment Associate @Scotia Wealth Management
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WORK HISTORY
Investment Associate @Scotia Wealth Management
Calgary, AB, CA
At the Hudson Haralson Financial Advisory Group, we provide comprehensive wealth management services which address all aspects of your life, going beyond the financials. We work to understand your family, business, goals, and priorities, enabling us to deliver a personalized financial roadmap.
EDUCATION
University of Calgary
Bachelor of Commerce - BCom (With Distinction and Co-operative Education Program), Personal Financial Planning (PFPL)
ABOUT CARMEN DE SILVA
In June 2023, I joined Scotia Wealth Management as a candidate of the Wealth Management Associate Program, which aims to develop skills related to core financial planning, business development, and client relationship building. Following this program, I joined the Haralson Advisory Group within ScotiaMcLeod. Our team provides comprehensive wealth management services which enable our clients to enjoy peace of mind knowing that they have a plan that accounts for all the complexities of life. We view wealth planning as a dynamic process, which is why we continually adapt the plan to fit the evolving needs and priorities of our clients.I graduated with a BCom from the Haskayne School of Business, with a concentration in Personal Financial Planning. I was awarded the Silver Medallion for achieving the highest GPA in my department.
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