Robert Wolfson
Senior Wealth Advisor - Ellis Wealth Management at Scotiabank
Based in Canada
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Seniority
Staff
Department
Other
Location
Canada
Industry
Banking
Company size
96K
Contact information
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r•••••••@scotiabank.com
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Background
About Robert Wolfson
I have been with ScotiaMcLeod since and joined the Ellis Financial Group in 2014. I am committed to delivering our unique service commitment and endeavours to build strong relationships with his clients. I attained my Certified Investment Managers (C.I.M) designation in February 2018. Along with my partner Stephen Ellis We have helped our clients implement and maintain customized plans that recognize their evolving financial situations through one-on-one meetings, regular reviews, and ongoing personal advice. We draw on the depth of resources of Scotia Wealth Management and Scotiabank to offer a full range of financial services to our clients. We strive to best understand the needs of your family and/or business and to provide individually tailored comprehensive wealth management advice.
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