Todd Hann
Wealth Advisor Portfolio Manager at Scotia Wealth Management
Based in Halifax, Canada
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Seniority
Manager
Department
Finance & Accounting
Location
Halifax
Industry
Financial Services
Company size
2.5K
Contact information
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t•••••••@scotiawealthmanagement.com
Phone
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Background
About Todd Hann
I have over 30 years' experience in the financial services industry; specializing in discretionary investment management, retirement and investment planning experience with investment portfolios, segregated stocks, pools, bonds and mutual funds as well as estate and trust planning. I have extensive knowledge supporting affluent clients and implementing integrated wealth solutions. Key skills: Group (internal and external) presentation creation and delivery Coaching, mentoring and training Strong business development and relationship building skills. In depth knowledge of estate and trust services Extensive banking and credit experience. In depth knowledge of credit policies and procedures
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