Natan Schecter
Senior Financial Advisor at Scotiabank | Greater Montreal Metropolitan Area
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Natan Schecter currently serves as a Senior Financial Advisor at Scotiabank, where he leverages his extensive expertise to deliver comprehensive wealth management solutions tailored to his clients' unique financial aspirations. In his role, Natan specializes in providing personalized investment strategies, retirement planning, and insurance solutions, ensuring that affluent Canadians, their families, and not-for-profit organizations are well-positioned to achieve their long-term financial goals. His deep understanding of portfolio management and financial advisory services allows him to craft customized plans that balance risk and growth, aligning with each client's risk tolerance and future objectives.
At Scotiabank, Natan is actively involved in key projects that focus on expanding discretionary wealth management services, particularly within the high-net-worth segment. He collaborates closely with clients to identify their financial priorities, whether it’s preserving wealth, optimizing investment portfolios, or planning for succession. His expertise in life insurance and disability insurance complements his investment advisory work, providing clients with comprehensive risk mitigation strategies. Natan’s approach emphasizes a confident, client-centric methodology, ensuring that each financial plan is both resilient and adaptable to changing market conditions.
With a strong background in investments, retirement planning, and wealth management, Natan Schecter is committed to delivering exceptional service that fosters long-term financial security. His industry skills, combined with his dedication to understanding client needs, make him a trusted advisor in the competitive landscape of private banking and wealth management at Scotiabank.
Senior Financial Advisor at Scotiabank in March 2024 to Present
Working at Connor, Clark & Lunn Private Capital Ltd. (CC&L) in November 2022 to May 2024
Business Development Director at MSA Financial/La Financière MSA in March 2021 to November 2022
Sales Consultant, Wealth Management at Canada Life in November 2018 to March 2021
Retirement and Investment Advisor at National Bank of Canada in September 2016 to November 2018
Financial Security Advisor at Freedom 55 Financial in May 2014 to September 2016
Sales Consultant, Wealth Management at Great-West Life in August 2007 to May 2014
Financial Advisor at TD in July 2002 to June 2006
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Concordia University, Bachelor of Arts (B.A.), October 1996 to October 2026
Hebrew Academy, October 1986 to October 1991
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Investments
Life Insurance
Disability Insurance
Retirement Planning
Wealth Management
Financial Services
Portfolio Management
Financial Advisory
Asset Allocation
Retirement
Estate Planning
Wealth
Insurance
Finance
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Discover more about ScotiabankWhat is Natan Schecter email address?
Email Natan Schecter at [email protected] and [email protected]. This email is the most updated Natan Schecter's email found in 2026.
How to contact Natan Schecter?
To contact Natan Schecter send an email to [email protected] or [email protected]. (updated on March 15, 2025)
What company does Natan Schecter work for?
Natan Schecter works for Scotiabank
What is Natan Schecter's role at Scotiabank?
Natan Schecter is Senior Financial Advisor
What is Natan Schecter's Phone Number?
Natan Schecter's phone (**) *** *** 361
What industry does Natan Schecter work in?
Natan Schecter works in the Financial Services industry.
Natan Schecter Email Addresses
Natan Schecter Phone Numbers
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