Jonathan Schultz, Wealth Advisor at Scotia Wealth Management

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.

10/06/2024

For many individuals and families, financial planning is a core part of their long term success and greatly contributes to their peace of mind. There is also no better way for your advisor to make investment recommendations than to consider them in the context of your life priorities. Check out my thoughts for more👇

08/23/2024

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 👇

05/30/2024

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👇

05/10/2024

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👇

05/01/2024

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.👇🏠

Address

111 Hunter Street West, 2nd Floor
Peterborough, ON
K9H7G5

Telephone

+17058763705

Website

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