Simone Dixon

Background

About Simone Dixon

I am part of a knowledgeable and experienced team of Scotiabank advisors with strong financial services experience. I have completed extensive training, educational programs and industry-related courses, which qualify me to analyze your portfolio and provide valuable insight and advice, to help ensure that you're in the best position to meet your personal financial goals. I have completed the Investment Funds in Canada Course Through The Institute of Canadian Bankers, the Professional Financial Planning Course (PFPc) & Branch Compliance Officer's Course through TheCanadian Securities Institute. What I can do for you: • Identify your investor profile, to determine what types of investments can help you reach your goals. • Use sophisticated planning tools to analyze your existing investments to ensure they are in line with your current goals. • Ensure your needs are continuously looked after and that your plan stays on track. • Create a financial plan that encompasses your complete financial situation, including your mortgage, savings, investments and more. • Connect you to the expertise of our Scotiabank Group specialists in such areas as tax planning, income and asset protection, Will and estate planning, and trust planning to develop a tailored strategy to meet your goals