255 Queens Avenue, London, ON, Canada
Profrssional investment management paired with our holistic financial planning approach!
5 customer reviews
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