Mo Vikrant
Senior Wealth Advisor, Portfolio Manager at Scotiamcleod @Scotia Wealth Management
Signup · Get unlimited contacts
WORK HISTORY
Senior Wealth Advisor, Portfolio Manager at Scotiamcleod @Scotia Wealth Management
CA
Providing world-class strategic financial advice and management, specifically tailored to affluent individuals, families and corporations.
EDUCATION
Saïd Business School, University of Oxford
Blockchain Strategy Programme, Blockchain Strategy Programme
International Sommelier Guild
Wine
Carleton University
Science, Chemistry
UBC Sauder School of Business
Family Enterprise Advisor Program
SKILLS
ABOUT MO VIKRANT
The Vikrant Group provides strategic financial advice and management, specifically tailored to affluent individuals, families and corporations.Our goals-based model is designed to help you achieve your financial needs no matter how basic or complex- whether it be saving for your retirement, business succession, estate planning or developing tax-efficient strategies. Working with a team of specialists, we deliver solutions for all your financial management needs including investing, income and asset protection, borrowing, tax-efficient solutions, estate planning, personal and legal planning.Discipline is a fundamental component of our investment philosophy and we believe that clearly defined investment principles lead to greater success. We take a long-term, portfolio approach to investing while managing risk.With our Discretionary Investment Management offering, your portfolio will be managed in a highly personalized manner. As a licensed portfolio manager, I am able to make investment decisions with discretion on my clients’ behalf. I received this designation based on sound investment management, ethical business practices and my commitment to continuing education.Superior results can be obtained by developing and committing to a long-term investment plan. Our portfolios are developed keeping your life goals in mind. By sticking with the plan, the irrelevance of daily, headline grabbing news we are exposed to becomes very clear.If you would like to learn more about our business, please visit or email me at m••••••••@scotiawealth.com or call me directly at +14•••••••83. Should you know anyone who would benefit from our services, please do not hesitate to contact me and feel free to forward my contact information to them.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.