Sergio Perez
Investment Associate at Scotia Wealth Management
Based in Toronto, Canada
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Seniority
Staff
Department
Finance & Accounting
Location
Toronto
Industry
Financial Services
Company size
2.5K
Contact information
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s•••••••@scotiawealthmanagement.com
Phone
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Background
About Sergio Perez
Part of a high-performing a Wealth Management Team (Perez Advisory Group) at Scotia Wealth Management. I contribute to investment strategy, client relationship management, and operational efficiency to deliver tailored financial solutions. My mission is to offer long-term value creation to my clients and achieve their financial goals.
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