Carolyn Tsai

Director, Product Services Group and Investment Funds Research at SCOTIA WEALTH MANAGEMENT LTD. - Edinburgh, ENG, UK

Carolyn Tsai's Colleagues at SCOTIA WEALTH MANAGEMENT LTD.
Arnie Zwaig

Senior Wealth Advisor & Director Wealth Management

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Lindsay Crooks

Director Scotia Wealth Management

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Linda Koroluk

Associate Portfolio Manager

Contact Linda Koroluk

Sherry Hardin

Wealth Management Consultant

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Leon Kwan

Associate Trust Officer

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Carolyn Tsai's Contact Details
HQ
N/A
Location
Ontario, Canada
Company
SCOTIA WEALTH MANAGEMENT LTD.
Carolyn Tsai's Company Details
SCOTIA WEALTH MANAGEMENT LTD. logo, SCOTIA WEALTH MANAGEMENT LTD. contact details

SCOTIA WEALTH MANAGEMENT LTD.

Edinburgh, ENG, UK • 100 - 249 Employees
Financial Services

We're a small team of independent financial advisers based in Edinburgh, with a friendly and welcoming approach.We provide full, holistic financial advice. What this means is that we'll help you invest your money in a way that's right for you. There are hundreds of pension, investment and protection products out there, and lots of decisions to be made. We'll narrow all the options down so you feel comfortable about the direction you're heading and clear about the way your money is working for you.Who we helpApproaching retirementWhat sort of retirement are you dreaming of? Whether it's to travel the world, write a book or spend more time with family, we'll help you to do the things that make you happy, without worrying about whether you can afford it.Saving for the futureMaking robust financial plans now will give you that all important reassurance that you'll be ok in the future. We can help you plan things now, so you always know your future is safe and secure.Lesbian, gay, bisexual and transgender (LGBT) communityWe provide specialist advice to members of the LGBT community because until we live in a completely fair and equal society, there are still aspects of financial planning that need to be considered separately. We'll help you navigate these scenarios.People going through divorceFormally ending a marriage brings emotional and financial upheaval. There are so many questions to consider from splitting your assets to maintaining your standard of living. We'll guide you through these aspects and help you move forward.Buying a house and protecting the familyWe'll help you choose the right mortgage whether you're a first-time buyer, looking to remortgage, or even self-build. We'll also advise you on which protection insurance is right for you so that your loved ones are financially covered if the worst should happen.

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Frequently Asked Questions about Carolyn Tsai
Carolyn Tsai currently works for SCOTIA WEALTH MANAGEMENT LTD..
Carolyn Tsai's role at SCOTIA WEALTH MANAGEMENT LTD. is Director, Product Services Group and Investment Funds Research.
Carolyn Tsai's email address is ***@scotiawm.co.uk. To view Carolyn Tsai's full email address, please signup to ConnectPlex.
Carolyn Tsai works in the Financial Services industry.
Carolyn Tsai's colleagues at SCOTIA WEALTH MANAGEMENT LTD. are Arnie Zwaig, Lindsay Crooks, Nicole Black, Linda Koroluk, Sherry Hardin, Patrick Moroz, Leon Kwan and others.
Carolyn Tsai's phone number is N/A
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