Steven Urso

Portfolio Manager & Senior Wealth Advisor @Scotiabank

Sudbury, ON, CA

EMAILS

[email protected]

MOBILE NUMBERS

+91 *********19

Reveal Contact Details

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WORK HISTORY

Oct 2007 — Present

Portfolio Manager & Senior Wealth Advisor @Scotiabank

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Central to our wealth management practice is the one-on-one relationship we build with each client. That relationship is based on personal rapport, mutual respect and trust.

EDUCATION

2002 — 2006

Brock University

BBA

SKILLS

Investment StrategiesAlternative InvestmentsWealthFinancial AdvisoryInvestmentsOptions StrategiesFinancial PlanningStrategic Financial PlanningInvestment ManagementInsuranceFinancePortfolio ManagementWealth Management ServicesCertified Financial PlannerPrivate BankingEstate PlanningLeadershipWealth ManagementAsset AllocationMutual Funds

ABOUT STEVEN URSO

Being part of ScotiaMcLeod means that we offer our clients two important competitive advantages- A positive wealth building experience based on direct contact with a compact, accessible, and motivated local team of seasoned professionals- Access to a powerful range of additional specialized investment advisory expertise available through one of Canada’s leading wealth managers.Please visit my website for more information.

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