Warren Ravi
Regional Manager, Scotia Financial Planning, at Global Asset Management @Scotia Wealth Management
Signup · Get unlimited contacts
WORK HISTORY
Regional Manager, Scotia Financial Planning, at Global Asset Management @Scotia Wealth Management
Kingston, ON, CA
I lead the Financial Planning team across the Durham and Ontario East region, driving advisor performance, elevating planning capability, and strengthening the client experience. With 14+ years in the industry including extensive frontline experience as a Financial Planner, I bring a hands‑on, practical understanding of the business that shapes how I coach, support, and lead.My focus is on building strong, client‑centric practices, enhancing advisor effectiveness, and ensuring consistent delivery of holistic financial advice for mass‑affluent households. I’m committed to a culture of accountability, development, and excellence that drives sustainable regional success.
EDUCATION
York University
Finance, General
ABOUT WARREN RAVI
I am a senior wealth management leader with regional‑scale responsibility, focused on driving advisor performance, strengthening financial planning capability, and delivering consistent value to mass‑affluent households. My experience spans frontline advisory, advanced planning, and regional leadership, giving me a comprehensive view of how to elevate both client outcomes and business results.I excel at developing high‑performing teams, coaching advisors through complex planning conversations, and implementing strategies that improve productivity and deepen client engagement. My leadership style is grounded in clarity, accountability, and a commitment to delivering holistic, personalized financial advice at scale.I am passionate about raising the standard of financial planning across the region and advancing a culture of excellence that supports long‑term growth for both clients and financial planners.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.