Bayswater Wealth Management
Investment Services
Bayswater Wealth Management is a finance firm located in the Downtown area on Waterloo Street.
Stephen Bennett - ScotiaMcLeod, Scotia Wealth Management
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About Stephen Bennett - ScotiaMcLeod, Scotia Wealth Management
Stephen Bennett - ScotiaMcLeod, Scotia Wealth Management is an investment services firm located on Queens Avenue in downtown London. It provides investment, income, estate planning, and banking services. The team offers investment solutions based on risk tolerance and tax situations, retirement planning, and education planning for post-secondary costs. It provides life, disability, critical illness, and long-term care insurance policies, as well as estate and trust planning from Scotiatrust. Private Banking services include transactional banking support, strategic borrowing solutions, and customized investment lines of credit. Stephen Bennett is a Senior Wealth Advisor and Portfolio Manager who joined the financial services industry in 1998. He holds Financial Management Advisor (FMA), Chartered Investment Manager (CIM), and Personal Financial Planner (PFP) designations and is a Fellow of the Canadian Securities Institute (FCSI). The team includes Investment Associate Sarah Jajal, Investment Associate and Associate Portfolio Manager Brent Carrothers (CIM), Senior Total Wealth Planner Matt Kueneman (CPA, CA, CFP, TEP), and Senior Insurance Consultant James Hoey (CLU, CHS, GBA). The firm provides Discretionary Portfolio Management and utilizes resources from ScotiaMcLeod and Scotiabank.