Scotia Wealth Management

Kensington Capital Partners, founded in 1996 and based in Toronto and Vancouver, is a leading asset manager with over 28 years of experience in private markets. The firm has successfully invested more than $25 billion across various strategies, including venture capital, growth equity, and mid-market buyouts. With a focus on building great businesses and fostering strong communities, Kensington seeks exceptional investment opportunities in mature, profitable companies that are not readily available in public equity markets. Their diverse investment strategies cater to a range of risk profiles, from early-stage ventures to rapidly scaling growth companies. Generated from the website

Corrine Spiegel-Forest Hill Financial Advisory Group-ScotiaMcLeod, based in Toronto, ON, collaborates with clients to craft suitable investment strategies. With a team of seasoned professionals, the group advises a diverse clientele, including affluent individuals, families, professionals, and corporations, drawing on over 30 years of experience.Senior Wealth Advisor, Corrine Spiegel, challenges traditional investment assumptions, demonstrating that reduced risk can yield higher returns. Investment Associates like Michael Kane and Michael Ruby bring unique expertise to the team, catering to clients with a blend of financial knowledge and personalized service.The group's Total Wealth Planning approach encompasses services such as financial planning, tax consultation, estate and trust services, retirement strategies, and legacy creation. Emphasizing transparency, their fees are based on a modest percentage of assets under administration, ensuring a comprehensive wealth management experience for all clients. Generated from the website content

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy.