Skip to content
Scotia Wealth Management
Montreal

514.287.3600 Connect on LinkedIn Scotia OnLine

Total Wealth Planning

Total Wealth Planning

With Scotia Wealth Management, total wealth planning plays a pivotal role to help ensure your continued success. Beginning with a rigorous examination of your unique situation, we assess your assets, your concerns, and your immediate and future goals.

You, your relationship manager and a team of Scotia Wealth Management specialists work together with access to wealth planning, business transition, insurance solutions and family wealth solutions. As a team, we develop a tailored total wealth plan with a view to preserving your wealth and strategies to embrace new opportunities for future success.

Total Wealth Planning

As a Senior Manager in Total Wealth Solutions, Carl is responsible for guiding our clients through our Total Wealth process, which begins with a thoughtful consideration of their entire financial picture, immediate needs, and goals for the future. With a clear understanding of our clients’ unique financial situation, Carl collaborates with our team of financial planners and specialists to develop a customized Total Wealth Plan that is comprehensive, forward-looking, and tailored to help each client reach their financial goals. Through an evolving Total Wealth Plan, Carl works with our clients to help them achieve future success – as they define it.

As part of this process, Carl explores relevant financial, retirement, tax, will and estate strategies. He has experience providing financial advice to clients with complex and sophisticated needs and goals. Carl brings over 10 years of experience in accounting and tax from the accounting industry. Carl is a Chartered Professional Accountant (CPA, CA) with a background in personal and corporate income tax compliance and planning. He has completed a Masters in Tax Law at HEC Montreal and also holds a Bachelor in accounting from UQAM.

Financial planning and advisory services are provided by Scotia Capital Inc.

As an Associate Total Wealth Planner, Robert is responsible for guiding our clients through our Total Wealth Planning process, which begins with a thoughtful consideration of their entire financial picture, immediate needs, and goals for the future. With a clear understanding of our clients’ unique financial situation, Robert collaborates with our team of specialists to develop a customized Total Wealth Plan that is comprehensive, forward-looking, and tailored to help each client reach their financial goals. Through an evolving Total Wealth Plan, Robert works with our clients to help them achieve future success – as they define it.

Robert graduated from Concordia University with a Bachelor of Commerce degree (B.Comm) and attained his Financial Planner’s (F.Pl.) designation through the Institut québecois de planification financière. He also completed his Canadian Securities Course (CSC) through the Canadian Securities Institute.

Financial planning and advisory services are provided by Scotia Capital Inc.

Luce Desmarais

As a Total Wealth Planner, Luce is responsible for guiding our clients through our Total Wealth Planning process, which begins with a thoughtful consideration of their entire financial picture, immediate needs, and goals for the future. With a clear understanding of our clients’ unique financial situation, Luce collaborates with our team of specialists to develop a customized Total Wealth Plan that is comprehensive, forward-looking, and tailored to help each client reach their financial goals. Through an evolving Total Wealth Plan, Luce works with our clients to help them achieve future success – as they define it.

Luce graduated from l’École des Hautes Études Commerciales with a bachelor of commerce degree. She holds the Financial Planner designation from l’Institut québecois de planification financière. She is a member of the Ordre des administrateurs agréés du Québec.

Financial planning and advisory services are provided by Scotia Capital Inc.

Lee Kaing

Lee has been working in the financial sector for over 10 years. She has been assisting in the preparation of financial and fiscal plans for top tier executives, professionals and entrepreneurs since 2005, in order to help them achieve their financial goals.

Lee assists in the development of personalized financial plans and has a deep understanding of the Canadian and Quebec tax regimes, which allows her to offer tailored wealth strategies to clients. Lee graduated from the Université du Québec à Montréal with a Bachelor’s degree in Accounting.

Financial planning and advisory services are provided by Scotia Capital Inc.

Mathieu Sabourin

As a Total Wealth Planner, Mathieu is responsible for guiding our clients through our Total Wealth Planning process, which begins with a thoughtful consideration of their entire financial picture, immediate needs, and goals for the future. With a clear understanding of our clients’ unique financial situation, Mathieu collaborates with our team of specialists to develop a customized Total Wealth Plan that is comprehensive, forward-looking, and tailored to help each client reach their financial goals. Through an evolving Total Wealth Plan, Mathieu works with our clients to help them achieve future success – as they define it.

Mathieu has obtained his Bachelor of Commerce degree from Concordia University. He also holds his Adm.A (Administrateur Agrée) and Pl.Fin. (Planificateur Financier) certifications.

Financial planning and advisory services are provided by Scotia Capital Inc.