Keri joined Scotia Wealth Management in 2016 with over 19 years in the financial services industry. She offers expertise in risk management and estate planning solutions. Keri can focus on both personal and corporate insurance solutions to help reduce the impact of taxation and provide tax efficient strategies for retirement income. She holds a Bachelor of Arts from McMaster University, a Certified Financial planner and Elder Planning Counsellor designation.
Insurance services are provided by Scotia Wealth Insurance Services Inc.