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

Colleen Wasylko, BHEc, CFP, FMA Senior Total Wealth Planner

Phone: 613.271.6689
Email: colleen.wasylko@scotiawealth.com

As a Total Wealth Planner, Colleen 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, Colleen 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, Colleen works with our clients to help them achieve future success – as they define it.

Colleen is a graduate of the Bachelor of Human Ecology Degree in Family Studies from the University of Manitoba. In addition to this, she holds the Certified Financial Planner (CFP) designation, the Financial Management Advisor (FMA) designation and has completed the Canadian Securities Course (CSC) through the Canadian Securities Institute. Professional memberships include Advocis and the Financial Planners Standard Council.

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