Sandra Perez is a dedicated Portfolio Manager based in Edmonton, specializing in investment and wealth management for a select group of clients, including high-net-worth individuals and families. With over 13 years of experience in the financial services sector, Sandra provides expert guidance on navigating wealth complexities in Canada and the U.S.
At Scotia Wealth Management, Sandra adopts a team-based approach to develop customized wealth strategies. Her services encompass a broad range of financial needs, including investment management, estate planning, and capital markets. Sandra's commitment to her clients' success is evident in her innovative Total Wealth Planning process, aimed at optimizing their financial future.
At Scotia Wealth Management, Sandra adopts a team-based approach to develop customized wealth strategies. Her services encompass a broad range of financial needs, including investment management, estate planning, and capital markets. Sandra's commitment to her clients' success is evident in her innovative Total Wealth Planning process, aimed at optimizing their financial future.
