Jean Y.
Estate and Trust Consultant @Scotia Wealth Management
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WORK HISTORY
Estate and Trust Consultant @Scotia Wealth Management
Toronto, ON, CA
The Bank of Nova Scotia Trust Company, division of Scotia Wealth Management and Largest Trust company in Canada. In my role, I advise clients and their families on complex will and estate planning strategies, while ensuring the safeguard of their financial well-being and protecting family legacies for future generations.In addition to my estate planning expertise, I drive revenue for Scotiatrust in promoting Scotiatrust services. Services include: corporate executor, professional estate trustee and professional power of attorney for property as solutions for an individual or a family\'s estate plan. As a result, I continue to hit sales targets by closing fee-based businesses and will appointment deals to maintain a healthy revenue stream for Scotiatrust and Scotiabank. Another major facet of my role is relationship management. I pride myself in upholding the highest standard of my rapports with my internal and external partners, ensuring they are up to date with market research, prospect opportunity and to service their clients exceptionally.
EDUCATION
STEP Canada | The Society of Trust and Estate Practitioners (Canada)
Trust and Estate Practitioner (TEP) Designation, Estate and Trust
Western University
Bachelor of Arts - BA, Double Major in Criminology and French, Social Sciences
Aurora High School
High School, French Immersion, Business Specialist High Skills Major (SHSM)
SKILLS
ABOUT JEAN Y.
Hey there! I’m Jean (like a pair of )- An Estate and Trust Consultant at Scotiatrust, Canada’s largest and oldest trust company. I help clients and their families with estate planning strategies, to ensure the safeguard of their financial well-being, proper succession wealth transition, and to protect family legacies for future generations.I earned my Trust and Estates Practitioner (TEP) designation through STEP Worldwide and STEP Canada, distinguishing myself as an expert in this complex field. I also completed my Canadian Securities Course, Financial Planning 1 & 2 exam with the Canadian Securities Institute.Outside of work, I enjoy playing volleyball, cooking (and mostly eating) different cuisines. Additionally, having grown up in a household of polyglots, I naturally like learning new languages and travelling. I am fluent in English, French, Cantonese and proficient in Mandarin.Let’s connect!
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