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Emanuelle Keller
Wealth Management Professional | Financial Planning | Leadership | Strategic Planning | Compliance
Emanuelle Keller is an accomplished professional in the field of wealth management, currently serving as the Assistant Branch Manager at Scotia Wealth Management.12 With over a decade of experience in various positions within the wealth management industry, both locally and internationally, Keller has established herself as a results-driven team leader.34
Professional Background
Keller's expertise spans several key areas:
- Wealth Management: She has extensive experience in providing customized financial solutions to clients.
- Financial Planning: Her role involves helping clients balance current financial needs with long-term financial goals.
- Retail Banking: Keller has a proven track record of success in this sector.
Qualifications and Education
Emanuelle Keller is a Certified Financial Planner (CFP®) professional. She is also pursuing further professional development:
- CFA Candidate: Keller is currently a candidate for CFA Level 2.4
- Postgraduate Education: She holds a postgraduate degree in Management.4
Current Role
As the Assistant Branch Manager at Scotia Wealth Management, Keller's responsibilities include:
- Providing international investment advisory services
- Focusing on delivering global solutions while understanding local markets
- Working with clients to determine appropriate investment strategies
- Offering customized wealth management solutions
Contact Information
For those seeking to connect with Emanuelle Keller professionally:
- Email: emanuelle.keller@scotiawealth.com
- Phone: 416.350.5511
- Location: Toronto, ON, Canada
- LinkedIn: Her username is emanuellekeller
Emanuelle Keller's role at Scotia Wealth Management involves helping clients invest their wealth effectively for both present needs and future goals, taking into account factors such as risk tolerance, tax situation, time horizon, and return objectives.12