director - senior wealth advisor at scotiamcleod@ Scotiabank
Fonthill, Ontario, Canada
Brian Heikkila
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Brock University
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FlashIntel GPTBrian Heikkila is a highly experienced wealth management professional with 36.9 years of work experience. Based in Canada, he specializes in investment advisory, asset allocation, and mutual funds. Brian has worked at BMO Nesbitt Burns in various senior wealth management roles, including Senior Wealth Manager and Senior Investment Advisor. He also has experience at Scotiabank as a Director and Senior Wealth Advisor. Brian is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.
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Social Media Disclaimer English These postings are my own and do not necessarily reflect BMO’s position or viewpoints. The information herein is for Canadian residents only, and does not constitute any financial, legal, tax, investment or other advice. Please do not post any personal or confidential information on this site. Should you wish to discuss your personal financial circumstances please contact us directly. Endorsements/recommendations should not be construed as explicitly or implicitly approved by BMO Nesbitt Burns or the Investment Advisor. Previous results are not indicative of future results. Member-Canadian Investor Protection Fund and Member of the Investment Industry Regulatory Organization of Canada http://www.bmo.com/nesbittburns/popups/about-us/disclaimers
...See MoreWork Experience
Director | Senior Wealth Advisor
director - senior wealth advisor at scotiamcleod
Banking
Brian Heikkila's Professional Milestones
- director - senior wealth advisor at scotiamcleod (1994-01-01~): Developing comprehensive financial strategies to optimize employee performance and enhance long-term well-being.
- Senior Wealth Manager (2017-12-01~): Maximizing significant returns through strategic investment decisions, driving financial transformation, and protecting all strategic investments.
Education
Financial Management,
Finance,
Bachelors
1981-1984Skill
Wealth Management
Investment Advisory
Investment Strategies
Asset Allocation
Mutual Funds
Retirement Planning
Investment Management
Investments
Portfolio Management
Asset Management
Wealth
Equities
Wealth Management Services
Alternative Investments
Strategic Financial Planning
Estate Planning
Retirement
Fixed Income
Securities
High Net Worth Individuals
Bonds
Financial Advisory
Options Strategies
Etfs
Derivatives
Hedge Funds
Wealth Accumulation
Separately Managed Accounts
Personal Financial Planning
Risk Management
Certified Financial Planner
Financial Modeling
Financial Planners
Trusts
Investment Advisory Services
Retirement Plan Consulting
Holistic Financial Planning
Financial Planning
Certification
Colleagues
Eric Yucong Li, CFA
Business Analyst | Trading System Implemation | Product Owner
Kelly Leung, CFA
Senior Product Owner
Claudia Guzman
Subdirector Product Owner FX GBM en Scotiabank
Eduardo Luna Montijo
Digital Product Owner
irma jeanty
Business Owner
Other Named Brian Heikkila
Frequently asked questions
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Brian Heikkila works for Scotiabank
Brian Heikkila's role in Scotiabank is director - senior wealth advisor at scotiamcleod
Brian Heikkila works in the industry of Banking
Brian Heikkila's colleagues are Eric Yucong Li, CFA,Kelly Leung, CFA,Claudia Guzman
Brian Heikkila's latest job experience is director - senior wealth advisor at scotiamcleod at Scotiabank
Brian Heikkila's latest education in Brock University
