Christian Sater, CIM - Scotia Wealth Management, Wealth Advisor

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Canada
Pointe-Claire, QC
Christian Sater, CIM - Scotia Wealth Management, Wealth Advisor

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Dually-licensed for Investments & Insurance. CIM®-certified. Recognized as a Senior Insurance Specialist. Former Math and Financial Literacy Teacher. One advisor.

Backed by Scotia Wealth Management’s elite planning professionals — driven by a teacher’s heart. Not your average advisor. CIM®-certified (Chartered Investment Manager). Backed by RBC Wealth Management’s elite planning professionals — driven by a teacher’s heart. I bring the clarity and patience of an educator combined with the precision and focus of an advisor to every client conversation. To me, one's financial affairs should be clear, customized, and complete — not stitched together by different people across different departments. This isn’t dabbling. It’s a deliberate, integrated approach to serious wealth building. One conversation. Full-spectrum strategy — from investments and insurance to tax and estate needs.

09/09/2026

Explore the emotional complexities of passing down a cottage and discover strategies to help prevent family feuds and leave a harmonious legacy. https://bit.ly/46TNYzX

09/03/2026

Dr. Aishah Al Yammahi - Strategic Advisor at Alef Education. Amid evolving job market dynamics and increasingly sophisticated financial systems, individuals are expected to navigate the nuances of savings, credit, investment and long-term financial planning with minimal formal preparation.

This global challenge needs to be addressed at its core, and edtech platforms have an important role to play.

08/26/2026

Learn how you can properly budget and save money to reach your short to long term financial goals.

08/11/2026

Découvrez comment les parents peuvent équilibrer leurs cotisations à un REEE et à un REER pour aider à payer les études postsecondaires de leur enfant sans sacrifier leur propre retraite.

07/30/2026

You're successful in business, but will you succeed in succession? The key to passing on your business is to start planning early – even before you decide on a retirement date. Watch the video for some important tips and contact me to get started.

07/14/2026

CELI, CELIAPP, REER : vos enfants et petits-enfants savent-ils ce que signifient ces acronymes et, surtout, comment ils peuvent contribuer à la constitution de patrimoine ?

Enseignez à vos proches les rudiments des comptes de placement et communiquez avec moi pour en savoir plus sur nos ressources de littératie financière.

06/29/2026

As Canadians live longer, the reality of aging brings new complexities. Whether you're planning for your own potential care needs or navigating the journey for a loved one, the financial and emotional implications can be significant. Early planning is key.

Specialists from Elder Caring Inc., CanAge, and Baycrest joined RBC Wealth Management to share five practical steps to navigate the emotional and financial costs of caregiving. Watch the conversation here: https://bit.ly/3SvcDXX

06/24/2026

À RBC Gestion de patrimoine, nous savons que la transition vers la retraite peut apporter des changements importants dans votre routine quotidienne, vos liens sociaux et votre identité personnelle. Une approche globale de la planification de la retraite, qui ne se limite pas aux finances, peut vous aider à aborder ce nouveau chapitre en toute confiance.

Voici cinq façons d’avoir un aperçu de votre retraite et de découvrir à quoi pourrait ressembler votre avenir idéal. En savoir plus dans cet article : https://bit.ly/4uNXpKR

06/18/2026

Building family wealth and leaving a legacy you’ll be proud of requires deliberate action across life’s different stages.

Leaving a legacy for future generations starts as a young adult. In every life stage, you can build wealth and financial literacy that will provide security and opportunity for family members in the years to come.

06/09/2026

Real estate can be more than an investment; it's a strategic tool to help build and preserve wealth across generations. Read more about how integrating real estate into a broader financial plan can help support long-term wealth goals.

Real estate can be more than an investment; it's a strategic tool to help build and preserve wealth across generations.

Adresse

1 Holiday Avenue, East Tower, Suite 345
Pointe-Claire, QC
H9R5N3

Téléphone

+14383569923

Site Web

http://sharmainvestmentmanagement.com/

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