Kelly Hansen - ScotiaMcLeod - Scotia Wealth Management

About Kelly Hansen - ScotiaMcLeod - Scotia Wealth Management

Kelly Hansen - ScotiaMcLeod - Scotia Wealth Management is an investment services firm located in the Downtown area of London, Ontario, on Queens Avenue. The business serves both retail and institutional clients, offering a comprehensive range of financial services through various divisions of the Scotiabank group. The firm provides a variety of specialized financial services, including wealth advisory and brokerage services from ScotiaMcLeod, and investment management services. Their offerings include Total Wealth Planning, which involves creating an integrated roadmap to structure, protect, transfer, and enhance wealth. Specific services provided by the team include investment management with advice on diversification, portfolio balancing, risk analysis, and market research. Additionally, the business offers insurance solutions for risk management and wealth optimization, estate and trust services such as will and estate planning and trust management, and private banking services featuring strategic borrowing solutions and concierge services. They also provide business and family advisory services, including business transition planning and inter-generational wealth planning. The team includes Senior Wealth Advisor and Portfolio Manager Kelly Hansen, who holds an MBA, CIM®, and FCSI® designations. She works alongside other professionals such as Rob Lee, a Wealth Advisor and Portfolio Manager who is a CFA Charter holder and holds an Economics degree from Western University and an MBA from the Ivey Business School. Rob Lee brings experience from managing North American and Global mandates, including Core Canadian, Canadian Low Volatility, US GARP, US Value, and Global Infrastructure and Real Estate funds. The firm describes its approach as being centered on transparency, accountability, and trust, utilizing a holistic philosophy based on risk management and the compounding of wealth.