Dharm Vora
Portfolio Manager, Private Investment Counsel, 1832 Asset Management L P @Scotiabank
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WORK HISTORY
Portfolio Manager, Private Investment Counsel, 1832 Asset Management L P @Scotiabank
CA
EDUCATION
The London School of Economics and Political Science (LSE)
Master of Science (MSc)
Narsee Monjee College of Commerce and Economics
Bachelor of Management Studies - BMS
CFA Institute
Chartered Financial Analyst (CFA)
ABOUT DHARM VORA
As a Portfolio Manager at Scotia Wealth Management, I Advise Business Owners and Professionals enabling them to Spend More Time Doing The Things They Love and achieve Financial Freedom earlier by Preserving and Growing their Legacy using our Customized Total Wealth Planning framework My team is known as the Private Investment Counsel, we have served some of Canada\'s most successful individuals, families and businesses for over 140 years driving meaningful outcomes through good and challenging markets. I understand you may be- Too time-constrained to create an effective financial roadmap in alignment with your life priorities and unique situation- Under-exposed to strategies that help optimize your wealth by minimizing, deferring or offsetting your taxes - Unsure about addressing legacy planning concerns that are intensely personal; for your family and for your business- Stressed that your investments do not reflect your current situation and risk profile. Perhaps you never had the chance to find a trusted authority in the Wealth Management space. Perhaps you are too busy to get the chance to sit down and think about these important aspects of your life that may go overlooked. Well, I’m very proud to say that thanks to the expertise and the work I do as a Portfolio Manager with Private Investment Counsel, I can help get you to your goals sooner and add real value by: Creating A Real Game Plan Towards Early Retirement And Financial Freedom Via Custom Estate Planning and Insurance Strategies so you can finally spend your precious time doing the things you love. Consulting broadly, drawing on our internal specialists and resources - Translating your life priorities into your Total Wealth Plan Solving creatively to find the best options for you to arrive at strategies focused on structuring, enhancing, protecting and transferring wealth built to your unique needs! Making your Portfolio a source of comfort, not concern with the help of cohesive, prudent and tax efficient wealth management strategies. To learn more about how we can help you reach your goals, please shoot me a direct message through LinkedIn or use the contact information below:+14•••••••13 d••••••••@scotiawealth.com https://scotiaplaza.scotiawealthmanagement.com/contact/dharm-vora/ Total Wealth Plan | Legacy Planning| Tax Efficient Strategies |
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