Felipe Scatolin, ConnectFirst Private Wealth, RR Aviso

Felipe Scatolin, ConnectFirst Private Wealth, RR Aviso Private Wealth advisor specialized in
retirement and business investing Felipe believes in a disciplined and structured approach to wealth management.

After graduating with a Bachelor of Science in Chemistry, Felipe moved to Canada to expand his academic studies into the field of finance with his diploma in BA - Finance at SAIT and the Chartered Investment Manager (CIM®) designation. Felipe shares that he was drawn to connectFirst Wealth because it brings a personal touch and a sense of community through its partnership with the credit union sys

tem. He believes in seeing people for who they are and not how much they’re worth, and it boils down to treating people with the attention and respect they deserve. Knowing what a person’s goals are and having a plan to get there boosts confidence and addresses risk of emotional investing, keeping clients on track to achieving their ambitions. Wealth management has evolved, and Felipe believes that advisors need more than investment advice to realize their goals. In recognition of that, portfolios are designed and managed considering people’s real lives and goals, creating tax minimization strategies, estate planning, and wealth transfer options with those in mind. Outside of work, Felipe enjoys spending time with his wife and his young son. You’ll likely find him trying to improve his flyfishing skills on the Bow River, practicing or teaching Karate, and playing guitar.

09/08/2026
09/03/2026

While playing charades over the holidays, my youngest son stumbled with “a bird in the hand is worth two in the bush.” Eventually we guessed it, and then explained to him that it means accepting a sure thing now rather than holding out for something potentially bigger later.

09/01/2026

Global equities posted a broadly positive week, with the MSCI All Country World Index hitting a record high on Thursday, driven largely by renewed enthusiasm for the artificial intelligence trade and cooling US inflation data that reduced the probability of a near-term Federal Reserve rate hike.

08/27/2026

The EU’s new, electronic entry-exit system is a mess, except when it isn’t.

08/25/2026

Global equities rallied as a weaker July payrolls report cooled Fed hike expectations and reignited risk appetite, overriding a mid-week AI capex scare and memory-chip rout.

08/20/2026

As more startups take shape, one early question can make or break the journey: who to build with—and how to handle the hard conversations before they become costly.

08/18/2026

The options are multiplying if you’re willing to pay a premium to avoid commercial travel

08/13/2026

How six Americans picked retirement spots ranging from Mauritius to France.

08/11/2026

Global equities rebounded firmly as a powerful recovery in technology and semiconductor names reversed a stretch of AI-trade derating.

08/06/2026

Global equity markets endured a turbulent week, with escalating Middle East conflict, surging oil prices and growing skepticism around AI investment returns as dominant themes.

Address

Calgary, AB

Telephone

+14037718606

Website

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