Christopher Roy

Senior Wealth Advisor, Portfolio Manager at Scotia Wealth Management @Scotiabank

Toronto, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

May 2011 — Present

Senior Wealth Advisor, Portfolio Manager at Scotia Wealth Management @Scotiabank

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CA

As Senior Wealth Advisor at The Le Roy Financial Group, Christopher Le Roy provides comprehensive financial planning services that are designed to preserve and enhance wealth.

EDUCATION

1999 — 2003

Concordia University

BA, Political Science

SKILLS

InsuranceInvestmentsAsset AllocationMutual FundsFinancial AdvisoryStrategic Financial PlanningEquitiesFinancial PlanningPortfolio ManagementWealth ManagementRetirement PlanningFinanceEtfsHigh Net Worth IndividualsInvestment StrategiesAlternative InvestmentsWealthAsset ManagementSecuritiesEstate PlanningInvestment ManagementFinancial ServicesFinancial PlannersInvestment Advisory

ABOUT CHRISTOPHER ROY

Christopher Le Roy is an experienced financial planner, investment advisor and insurance advisor who functions as team leader with The Le Roy Financial Group at ScotiaMcLeod. Christopher believes in a multidisciplinary approach to personal finance and wealth management. To ensure comprehensive and effective wealth management for all clients, he utilizes investment management, retirement planning, tax planning, estate planning and insurance solutions. While his clients are varied in their career paths, Chris provides specialized financial services to medical professionals, as detailed here: resides in Toronto with his wife and son. He is an active participant in the community and enjoys playing squash, golf, and cricket, as well as spending time with family.

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Christopher Roy — Senior Wealth Advisor, Portfolio Manager at Scotia Wealth Management at Scotiabank in Toronto, ON, CA | Unifers