Todd Hann
Wealth Advisor Portfolio Manager @Scotia Wealth Management
Signup · Get unlimited contacts
WORK HISTORY
Wealth Advisor Portfolio Manager @Scotia Wealth Management
Halifax, NS, CA
EDUCATION
College of the North Atlantic (Formerly Westviking College of Applied Arts and Technology
Diploma, Business Administration (Financial Accounting)
SKILLS
ABOUT TODD HANN
I have over 30 years\' experience in the financial services industry; specializing in discretionary investment management, retirement and investment planning experience with investment portfolios, segregated stocks, pools, bonds and mutual funds as well as estate and trust planning. I have extensive knowledge supporting affluent clients and implementing integrated wealth solutions. Key skills: Group (internal and external) presentation creation and delivery Coaching, mentoring and training Strong business development and relationship building skills. In depth knowledge of estate and trust services Extensive banking and credit experience. In depth knowledge of credit policies and procedures
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.