Stephen Uzielli
Senior Wealth Advisor, Portfolio Manager @Scotia Wealth Management
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WORK HISTORY
Senior Wealth Advisor, Portfolio Manager @Scotia Wealth Management
Toronto, ON, CA
EDUCATION
Western University
Bachelor of Arts (BA), Administrative and Commercial Studies
SKILLS
ABOUT STEPHEN UZIELLI
Portfolio Manager at Highland Investment Management, a discretionary investment team in ScotiaMcLeod\'s Toronto Plaza Branch; part of Scotia Wealth Management. Our clients are confident trusting us to manage their portfolios because of our experience in the industry which complements the team’s long history of building strong relationships, helping clients manage their wealth to achieve their family’s financial goals. Every client has unique requirements which necessitate a customized approach to not only investment management, the foundation of our practice, but also financial, retirement, insurance, and estate planning. Knowing our clients well allows us to provide the most appropriate and comprehensive financial solutions. Our philosophy is based on the simple premise that most investments in client portfolios should have a long and consistent record of providing interest and/or dividend income. We focus on income generation as a primary investment goal because over time, income growth should ultimately lead to capital appreciation. Additionally, reinvesting income should offer more opportunity for portfolio growth over the longer term. Our practice has grown primarily from client referrals, for which we are most grateful, and which is a testament to the strength of our relationships. To learn more about our team and the services we offer visit our website: http://highlandim.ca/
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