Dana Scott Location
- Halifax Regional Municipality, NS, CA
Dana Scott Work
- 2016 - now Investment Planning Advisor @
- 2005 - now Investment Advisor, Certified Financial Planner @
- 2002 - 2005 Investment Advisor @
- 1994 - 2001 Regional Sales Manager @
Dana Scott Education
- Dalhousie University
MBA ( Finance)
- Mount Saint Vincent University
Bachelor of Business Administration (BBA) ( Marketing)
Dana Scott Skills
- Investment Management
- Retirement Planning
- Retirement
- Wealth Management
- Savings
- Estate Planning
- Certified Financial Planner
- Personal Financial Planning
- Cash Flow
- Debt Management
- RESP
- TFSA
- RRSP
- Financial Planners
- Investments
Dana Scott Summary
- Dana Scott, based in Halifax Regional Municipality, NS, CA, is currently a Investment Planning Advisor at Cdspi. Dana Scott brings experience from previous roles at Manulife Securities, RBC Dominion Securities and Fidelity Investments. Dana Scott holds a MBA in Finance @ Dalhousie University. With a robust skill set that includes Investment Management, Retirement Planning, Retirement, Wealth Management, Savings and more. Dana Scott has 2 emails on RocketReach.
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