With over 10 years of experience in banking and financial advisory, I help clients simplify and achieve their financial goals through a personalized, holistic wealth management approach.
Whether you're planning for today or building for tomorrow, I work with you to create a tailored financial plan and investment strategy that aligns with your values and aspirations.
Show more
18 customer reviews
Diane
Financial Advisors
Thanks for speaking with me today. Even though we weren’t a fit, you pointed me in the right direction. Much appreciated!
Reply from Yousef Nassereddine - Scotia Wealth Management
Thank you for your time and I hope my guiadance helps!
Sharon Olmstead
Financial Advisors
Yousef took over my portfolio 12 months ago, and I have been extremely happy with the strategy, and results despite these challenging market fluctuations. Yousef is a top-notch professional, who understands my financial goals, listens to my concerns, and explains everything in layman's terms. His prompt responses to my queries are always thorough and sensible. I also appreciate his attention to the tax impact of decisions about the portfolio, which previous advisors did not. I would describe Yousef as personable, proactive, a strong communicator who is passionate about providing outstanding customer service. I told Yousef when I joined that I wanted to be able to sleep at night and not worry about my portfolio. I now sleep like a baby! :-) More...
Bill Woudenberg
Financial Advisors
First thing I have to say , Yousef is the most consistent persistent financial advisor I have ever met . I think we went back and forth over a two year period to get us on board. Not pushy but understanding and respectful to our DIY investing attitude . He knew we were getting tired and it was time to try something new. Yousef is very informed , transparent and follows through . We feel Yousef and his team will take care of our goals for retirement. Thanks for a fast and smooth transition. More...
Reply from Yousef Nassereddine - Scotia Wealth Management
Thank you Bill! Its a pleasure working with you both!
mita sircar
Financial Advisors
I & my husband Chandra, had the opportunity to interact with Yousef Nassereddine a week back & indeed had a great experience.
He has a positive approach & a dedication which appealed to us immensely.
We recommend his services to all concerned, & wish him all the best in all his endeavors moving forward.
Best
Mita
More...
Reply from Yousef Nassereddine - Scotia Wealth Management
Thank you Mita! Wishing you both all the best going forward!
Adam h
I had a fantastic experience working with Yusef. From the moment we started our session, he was incredibly personable and easy to talk to.
He has a genuine, down to earth approach that instantly made me feel at ease and confident about opening up regarding my financial goals.
What stood out most was how clearly he prioritizes his clients best interests. There was no pressure, no sales tactics just thoughtful, knowledgeable guidance that made me feel like I was in truly capable hands.
In just one hour, Yusuf helped bring clarity to areas of my finances that had felt overwhelming for a long time. It was easily one of the most productive and reassuring conversations I’ve had when it comes to financial planning.
Highly recommend Yusuf to anyone looking for sound advice.
More...
Reply from Yousef Nassereddine - Scotia Wealth Management
Thank you for the amazing feedback Adam! It was a pleasure to work with you!
Vanessa
Very patient, understood my current situation and needs and committed himself to remaining in contact with me so as my lifestyle and needs change we can discuss and pursue appropriate investments. Very pleasant to engage with
Reply from Yousef Nassereddine - Scotia Wealth Management
Thank you for the review! It was a pleasure working with you Vanessa!
Brijesh
Financial Advisors
Very helpful, thorough and to the point guidance as well as transparancy. Very helpful.
Reply from Yousef Nassereddine - Scotia Wealth Management
Thank you Brijesh it was a pleasure to work with you!
Jordan Taylor
Financial Advisors
Yousef reached out to me within 5 minutes of me creating an account, he answered all of my questions and is very knowledgeable. He is definitely my go to guy from now on! More...
Reply from Yousef Nassereddine - Scotia Wealth Management
Thank you Jordan! Glad I was able to help!
John A
Financial Advisors
My wife and I were very cautiuos and nervous about having someone manager our portfolio, however, Yousef was very patient and answered all of our questions and concerns. He is very attentive and listens carefully to what we want. I look forward to a long relationship with Yousef. More...
Reply from Yousef Nassereddine - Scotia Wealth Management
Thank you for the kind words John! I am excited to work with both you and your wife for a long time!
Hélène & Tom
Financial Advisors
Yousef was quick at responding my message. He is knowledgeable, patient and kind. He made what could have been daunting to us seem effortless.
Reply from Yousef Nassereddine - Scotia Wealth Management
Thank you Helene and Tom for the kind words! I am excited to work further with you both!
Anne Hofer
Financial Advisors
I liked his easy way of being. I understood everything he said. I am looking forward to meeting an advisor in Owen Sound.
Karim
Financial Advisors
I found Yousef on Bark and interviewed him along with two other advisors. Yousef appeared to be the most eager and motivated to take on my portfolio.
It has only been a couple of months since we initially connected, but he has made the transition painless and easy. He is on the ball and has kept me informed and up to date every step of the way. All my communications are answered promptly, and I feel valued as a customer.
Time will tell how well my investments perform, but I feel I am in good hands with Yousef.
More...
Michael Gardner
I am leaving this review to highlight the exceptional customer focus Yousef gives his clients. I had the good fortune to connect with him through Bark about a year ago.
Yousef has provided my wife and I with a 5 year plan for our retirement spending, he then spent the time to walk us through the details and answer all of our questions.
I am very pleased to have met Yousef and fully endorse him if you require financial planning services.
More...
Reply from Yousef Nassereddine - Scotia Wealth Management
Thanks Michael it was a pleasure working with the both of you as well!!
David S Craig
Financial Advisors
Yousef was thoroughly prepared and gave me valuable insight information and insights.
Reply from Yousef Nassereddine - Scotia Wealth Management
Thank you david! It was my pleasure
Ria Dalip
Financial Advisors
Yousef took the time to understand my need and provided advice for the best approach. I appreciate his insights and professionalism.
Reply from Yousef Nassereddine - Scotia Wealth Management
Thank you Ria! It was a pleasure to help!
Fraser
I was looking for some financial guidance for my retirement planning. Yousef provided me with valuable advice. He took the time to ensure that I understood the reason behind his recommendations. He patiently answered all my questions and addressed any doubts I had, leaving no room for confusion. I truly appreciated his dedication to ensuring my complete understanding. More...
Reply from Yousef Nassereddine - Scotia Wealth Management
Thank you for the feedback and wonderful conversation!
Randy
Financial Advisors
Yousef was outstanding in his review of my finances. His expertise and clear advice made total sense and his explanations were exactly what I needed. Highly recommended, you won't be disappointed. More...
Reply from Yousef Nassereddine - Scotia Wealth Management
Thank you Randy! It was a pleasure to work with you!
Cathy
Financial Advisors
I was looking for someone to review my financial plan for retirement and provide some professional advise. Yousef did this and more. The insight and feedback he provide was exactly what I was looking for. He is very professional and I would highly recommend him to anyone looking for help with thier financial management. More...
Reply from Yousef Nassereddine - Scotia Wealth Management
Thank you Cathy! It was a pleasure working with you!
What do you love most about your job?
Helping people develop confidence in their investments and retirement planning journey!
Why should our clients choose you?
In todays world anyone can invest money, what really sets us apart is the high level of ongoing client service we provide. This all starts with a personalized financial plan so we can learn everything we need to develop a strong relationship.
Can you provide your services online or remotely? If so, please add details.
Can provide both online and in person services. Virtual meetings and e-consenting is available at clients request
What changes have you made to keep your customers safe from Covid-19?
Offering all of our services online/ remotely if requested
Investment Advice
Investment Management
Financial Planning
Retirement Planning
