Michael Chisholm
Senior Wealth Advisor & Portfolio Manager @Scotiabank
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WORK HISTORY
Senior Wealth Advisor & Portfolio Manager @Scotiabank
In 2012, I was delighted to return to the Scotiabank family as an independent wealth advisor under the ScotiaMcLeod umbrella. My team and I are dedicated to making your experience with us as rewarding as it can be. We have learned that clients both want and need to know what that experience is all about, so here is an outline if what you can expect from us. To take care of your financial wellbeing, we will- Learn about your current needs and goals - Help you understand your current financial situation - Understand your comfort around risk - Prepare your personalized financial strategy - Monitor your plan regularly To keep you well informed, we will- Always be available to answer your questions - Set up a contact schedule that works for you - Send you account statements on a regular basis - Provide you with online access to your accounts - Provide year end tax reportsMy team and I believe in our values, and in delivering excellent service to our clients. We bring integrity, respect, commitment, insight, and spirit to our work each day.Contact me at m••••••••@scotiawealth.com if you’d like to discuss how we can build, manage, and preserve your wealth.
EDUCATION
St. Francis Xavier University
BBA/BA, Business, Sociology/Political Science
SKILLS
ABOUT MICHAEL CHISHOLM
I am a Senior Wealth Advisor and Portfolio Manager at Scotia Wealth Management, where I…
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