Your ScotiaMcLeod Advisor

Mani Mohtadi, CFA, Senior Financial Planner

"I help my clients achieve peace of mind by providing trusted advice and personalized solutions to meet their financial goals."

Investment Philosophy and Process Worthwhile goals take time and planning to reach. To bring my clients' long-term goals closer, I help them analyze their current financial situation and create a consolidated, cohesive financial strategy. Over time, I work with them to implement strategies to take care of their investment, income and asset protection, will and estate planning, banking, and borrowing needs. On a regular basis, I review the progress my clients are making towards their goals and make whatever adjustments are required to their overall plan.
Service Approach My long-term approach to investment planning also extends to my client relationships with an emphasis on building relationships for life. I`ve helped my clients implement and maintain customized plans that recognize their evolving financial situations, through one-on-one meetings, regular reviews, and ongoing personal advice. I draw on the depth of resources of ScotiaMcLeod and Scotiabank to offer a full range of financial services to my clients.
Trusted Advice Trusted advice is the cornerstone of my business. The industry-leading expertise and personalized solutions I deliver to my clients are the basis of that trust, and of our mutual success.
Mailing Address
1100-650 West Georgia
Vancouver BC V6B 4N9