Trish Vale
Vice President Western Canada, Scotia Financial Planning @Scotiabank
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WORK HISTORY
Vice President Western Canada, Scotia Financial Planning @Scotiabank
CA
I lead a team of 7 experienced Regional Managers who lead a team of 115 dedicated Financial Planners in beautiful Western Canada. As a team, we help Canadians prepare for the most important things in life.
EDUCATION
Simon Fraser University
MBA, Executive Program
Financial Planners Standards Council
CFP, Financial Planning
The University of British Columbia
B.Comm., Finance
Københavns Universitet - University of Copenhagen
International Business, Business/Commerce, General
Canadian Securities Institute
FCSI, CSC,CPH, PDO, CIM, PFP
ABOUT TRISH VALE
I am the proud leader of the Scotia Financial Planning Team in beautiful Western Canada. As a team, we help Canadians prepare financially for the most important things in life.Celebrating my 40th year in the finance industry—spanning financial planning, investments, and leadership—I’ve witnessed incredible transformations. Among the most inspiring changes has been the increasing presence of women in our field. Yet, there’s still much room for growth.From the start of my career, I recognized the power of mentorship. A remarkable woman from the previous generation guided me; helping me establish my foundation. Today, I am committed to paying this forward to other women, fostering the careers of both current and future generations.Women excel as financial planners because our approach extends beyond numbers and spreadsheets. If you\'re interested in learning more about becoming a Scotia Financial Planner and how we support women in advancing their careers, I would be delighted to have a conversation with you. Feel free to contact me at 60••••••32 or t••••••••@scotiabank.com
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