Jonathan Schultz, Wealth Advisor at Scotia Wealth Management
I help professionals and their families reach their financial goals through holistic and personalized wealth management services.
Financial transitions are important moments that involve time sensitive decisions. Whether it’s retirement, divorce, or a major change in occupation, your wealth advisor should be helping you navigate. Check out my thoughts below for more 👇
Are you incorporated? As a Wealth Advisor, I’m often in communication with other professionals whose expertise complements the advice I provide. A particularly important collaboration is ensuring that our investment approach is working in conjunction with the tax strategy a client and their accountant have developed. If you own a corporation, it is essential that each financial professional you work with is on the same page. Check out my thoughts below for more👇
Fear of investing at the wrong time can lead to indecision for even the most experienced investors. Implementing a dollar cost averaging strategy has the potential to provide significant value and increase your peace of mind. Check out my thoughts in my latest video for more👇
It’s no secret that it has become more challenging to acheive homeownership in recent years. The First Home Savings Account is purposely designed to benefit adults saving for their first home. If you or someone you love is hoping to purchase in the future, check out my thoughts.👇🏠
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Peterborough, ON
K9H7G5
Peterborough Community Savings, now Alterna Savings
167 Brock Street
Peterborough, K9H2P6
We are here to serve our members. Join us! Just like Peterborough, we are big enough, but not too
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Nous sommes un Centre Sociale Légale en partenariat avec plusieurs Banques à caractère Internationale.
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