Caileigh Levely-Connolly
Financial Planning Associate at The Viola Salter Group, Scotia McLeod, Scotia Wealth Management - Saint Catharines, Ontario, Canada
Caileigh Levely-Connolly's Colleagues at The Viola Salter Group, Scotia McLeod, Scotia Wealth Management
Caileigh Levely-Connolly's Contact Details
+1(905) 641-7700
Canada
The Viola Salter Group, Scotia McLeod, Scotia Wealth Management
Caileigh Levely-Connolly's Company Details
The Viola Salter Group, Scotia McLeod, Scotia Wealth Management
Saint Catharines, Ontario, Canada • 1 EmployeesFinancial Services
Our team creates Total Wealth Plans for affluent and high net worth investors who are typically working or retired professionals or family business owners. Clients look to us to continually disentangle the web of financial goals that are often tied to emotional concerns around family, health, protecting assets, tax efficiency & their legacy.We often partner with tax professionals and legal experts as well as our internal Wealth partners in Private Banking, Insurance Solutions, Estate and Trust and Business/Family Advisory to ensure any gaps in their situation are addressed. Day-to-day we have a well-defined process that integrates our management of investment portfolios with client's planning goals.