Gene Giordano

Senior Wealth Advisor, Portfolio Manager @Scotia Wealth Management

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

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WORK HISTORY

Sep 2011 — Present

Senior Wealth Advisor, Portfolio Manager @Scotia Wealth Management

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As a Senior Wealth Advisor and Portfolio Manager at ScotiaMcLeod, I focus on providing sophisticated wealth management solutions for affluent investors. I have almost 30 years experience in the financial service industry. Together with my trusted team of investment professionals, we provide customized wealth solutions. Our range of expertise includes sound investment and estate advice, strategic tax and business planning and private banking access for clients who seek individualized service, personal attention and financial results. After many years\' experience, I have adopted a conservative investment approach, focusing on capital preservation, income generation, and steady long-term financial results, ensuring total peace of mind for my clients.

SKILLS

InvestmentsStrategyEntrepreneurshipRetirement PlanningFinanceBusiness PlanningWealth

ABOUT GENE GIORDANO

Gene started his entrepreneurial journey at the age of 16 and has never looked back. His…

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Gene Giordano — Senior Wealth Advisor, Portfolio Manager at Scotia Wealth Management in Toronto, ON, CA | Unifers