Scott Klemke
Senior Wealth Advisor @Scotiabank
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WORK HISTORY
Senior Wealth Advisor @Scotiabank
My role as a Senior Wealth Advisor is to build a well-diversified, well-balanced financial strategy that incorporates much more than just a portfolio of stocks and bonds. My strong team of investment professionals includes a Chartered Accountant, Certified Financial Planner, Private Banker, Insurance Planner and our Portfolio Advisory Group. As a team, we specialize in creating a personalized investment road map for each individual client with a focus on maximizing potential growth while minimizing downside risk. By working with you, we help our clients plan for a comfortable retirement, create a tax-efficient income stream or implement a long-term investment strategy for their corporate investments. Our team of specialists ensures that we have the resources to help you maintain your lifestyle and enjoy a comfortable retirement.
EDUCATION
University of Alberta
Bachelor of Commerce
Certificate in Advanced Investment Advice
Canadian Securities Institute
Canadian Securities Institute
Chartered Investment Manager (CIM®)
ABOUT SCOTT KLEMKE
As a Senior Wealth Advisor, and Chartered Investment Manager (CIM®), my role is to act as…
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