Tiara Klein
Financial Planner @Scotiabank
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WORK HISTORY
Financial Planner @Scotiabank
Moncton, NB, CA
EDUCATION
NBCC (New Brunswick Community College)
Diploma, Business Administration Financial Management
Universidade Regional Integrada do Alto Uruguai e das Missões - URI
Bachelor of Business Administration - BBA, Business Administration and Management, General
Faculdade São Francisco de Assis
Master of Business Administration - MBA, Capital Market
FGV - Fundação Getulio Vargas
Master of Business Administration - MBA, Management
ABOUT TIARA KLEIN
As a Scotiabank Financial Planner, I am committed to helping my clients feel more confident in their financial future. My clients define investments success – I help them get there with trusted advice and solutions that support their vision. Drawing on my investment expertise and years of financial planning experience, I build customized financial plans that help bring their investment and retirement goals to life. A tailored plan allows them to savour today while preparing for their needs and the needs of their family in the future. My clients also appreciate the flexibility of meeting at a time and location that works with their schedule.Using a disciplined approach, I advise on the following valuable services- Goals/financial assessment - Customized financial planning - Tailored investment solutions- Retirement and retirement income planning- Tax-deferral strategiesI place a premium on partnerships to help my clients manage their entire financial picture, working with specialized professionals at Scotiabank for tax and estate planning, business succession and financing needs. As a member of Scotia Financial Planning team, my clients enjoy the peace of mind that comes with working with a leading Canadian financial services provider that is dedicated to helping customers become financially better off.
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