Peter Boyd

Senior Wealth Advisor, Portfolio Manager @Boyd Advisory Group Scotiamcleod

Halifax, NS, CA

Empowering affluent individuals, entrepreneurs and families with total wealth planning and a comprehensive range of advisory, investment, and wealth solutions, Scotia McLeod is part of the Scotia Wealth Management and Scotiabank (≈$1.1 trillion in assets, TSX: BNS, NYSE: BNS) and a member of the Canadian Investor Protection Fund and CIRO (formerly a focus on the distinctive planning requirements of business owners, entrepreneurs, and incorporated professionals, I provide wealth management advisory services and personalized strategies to a select group of high income, high net worth clients and their families across Atlantic Canada. Our clients benefit from sophisticated and comprehensive wealth management solutions: financial planning, investment management, legal, asset protection, insurance, estate plans, philanthropy, banking, shareholder agreements, business successions and exits, and creative tax efficient income strategies aligned with your career, lifestyle, family, educational aspirations, retirement vision, and more. We work in collaboration with your trusted accounting and legal professionals as well as the Scotia Wealth Management team to deliver true synergy and holistic approaches that effectively manage risk, minimize tax, and create the highest probability of success. When you choose to work with my team, you experience how much we genuinely care. It is tangible and it separates us from the pack. The more complex your situation, the more valuable we become as your partner in wealth management.

St. Francis Xavier University

Bachelor of Business Administration (BBA)