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Integrated Solutions from a
Team of Experts
Team of Experts
Roberts Portfolio Management
Investment Management
Financial Planning
Estate Planning
Business Succession Planning
Financial Planning
Estate Planning
Business Succession Planning
ScotiaMcLeod Financial Services Inc
Insurance Solutions
Estate Planning
Business Succession Planning
Estate Planning
Business Succession Planning
Scotiabank Private Banking
Scotiatrust
Wills
Estate and Trust Services
Estate and Trust Services
David Roberts
Senior Wealth Advisor & Portfolio Manager
Paul Roberts
Senior Wealth Advisor & Portfolio Manager
Sandra Marchioro
Associate
Amy Slater
Administrative Assistant
ScotiaMcLeod
Suite 2300, Bell Tower
10104-103 ave
Edmonton, AB T5J 0H8
10104-103 ave
Edmonton, AB T5J 0H8
Fax: 780.420.2298
Toll-Free: 1.866.993.0801
Toll-Free: 1.866.993.0801