Mary A. Stewart
Investment Advisor at HollisWealth, Scotiabank Global Wealth & Insurance- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Gold Feature
Click to upgrade to our gold package
for the full feature experience.
Location
Vancouver, British Columbia, Canada, CA
Topline Score
Topline score feature will be out soon.
Bio
Generated by
Topline AI
You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now
Experience
-
DundeeWealth Inc.
-
Canada
-
Financial Services
-
200 - 300 Employee
-
Investment Advisor
-
Nov 2013 - Present
-
-
Investment Advisor
-
2003 - Oct 2013
I work in partnership with my clients to provide sound comprehensive advice on all matters related to investments, tax and estate planning and retirement planning.
-
-
-
-
Insurance Advisor
-
Dec 1998 - Oct 2013
I help mitigate risk through a careful assessment of my clients' insurance needs. I help mitigate risk through a careful assessment of my clients' insurance needs.
-
-
Education
-
Canadian Securities Inc.
-
University of British Columbia, 1989
Bachelor of Arts
Community
You need to have a working account to view this content.
Click here to join now
