Jeff Steski

Director, Wealth Insurance Advisory @Scotia Wealth Management

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

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WORK HISTORY

Apr 2025 — Present

Director, Wealth Insurance Advisory @Scotia Wealth Management

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EDUCATION

1994 — 1999

McMaster University

Bachelor of Commerce (BComm)

SKILLS

Disability InsuranceInvestmentsRetirement PlanningStrategic Financial PlanningFinancial AdvisoryManaging EventsRisk ManagementFundraisingFinancial PlanningAsset AllocationCritical IllnessLife InsuranceEstate PlanningSmall BusinessLeadership

ABOUT JEFF STESKI

In my role as Director, Insurance Business Development, I am responsible for driving the national strategy and framework for insurance distribution and advisor engagement for Scotia Wealth Management. My team works with advisors, leaders, and specialists to ensure they are equipped and enabled to position insurance to meet our client’s needs as effectively as possible. I played an integral role on the team strategizing, planning and implementing the amalgamation of Scotia Wealth Insurance Services and MD Insurance Agency. This was the result of an extensive project to optimize the Scotia Wealth Insurance business and enhance the insurance operating model across both Scotia Wealth Management and MD Financial Management. Before crossing over into management roles, I held advisory roles as a Certified Financial Planner and Life Insurance Specialist for high-net-worth individuals.

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Jeff Steski — Director, Wealth Insurance Advisory at Scotia Wealth Management in Toronto, ON, CA | Unifers