Jonathan Rigby

Chair - Scotiamcleod Advisory Board (Smab) @Scotia Wealth Management

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

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WORK HISTORY

Nov 2024 — Present

Chair - Scotiamcleod Advisory Board (Smab) @Scotia Wealth Management

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The ScotiaMcLeod Advisory Board (SMAB) was created to strengthen our business and enhance the overall ScotiaMcLeod experience for clients and Advisors. SMAB is made up of representatives from across each region who meet with Senior Management and Scotia Wealth Management partners to discuss progress on initiatives, discuss concerns, and share ideas from the field.

SKILLS

Wealth ManagementFinancial PlannersInvestment AdvisoryWealth Management ServicesAsset AllocationMutual FundsMergers & AcquisitionsFixed IncomeInvestment StrategiesAlternative InvestmentsPrivate EquityFinancial PlanningHigh Net Worth IndividualsEquity TradingEquitiesEtfsPrivate BankingRetirement PlanningVenture CapitalSecuritiesEstate PlanningStrategic Financial PlanningFinancial AdvisoryWealthAsset ManagementPortfolio ManagementOptionsInvestments

ABOUT JONATHAN RIGBY

Jonathan joined ScotiaMcLeod in 1995. A true believer in total wealth planning, he is known for his pragmatic and level-headed approach in helping create a successful financial future for each client. Jonathan has an extensive background in portfolio risk management, is goal oriented, strategic and open minded; a rare combination that his clients value, as they work together to build a wealth plan. Known for his easy dialogue and strong connections with clients and colleagues, Jonathan places a premium on seeking feedback, as a means of clarification and a way to develop opportunities to propel things forward. Jonathan is a graduate of Wilfrid Laurier University. Jonathan is on the Charity Committee at Deer Ridge Golf Club which raises funds for many youth-focused causes, as well as actively supporting Juvenile Diabetes Research Foundation (JDRF). Jonathan is married, with four active children that he loves teaching or competing with – whether it’s skiing, snowboarding, golf or hockey.

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Jonathan Rigby — Chair - Scotiamcleod Advisory Board (Smab) at Scotia Wealth Management in Waterloo, ON, CA | Unifers