Welcome

About Scotia Wealth Management

Scotia Wealth Management is an innovative team-based approach to wealth management that addresses the entirety of your life – your family, your business, your future – one facet at a time.

Together with your relationship manager, our Scotia Wealth Management specialists bring their skills and expertise to the consideration of what you’ve accumulated – and how best to administer it through life’s changes.

From financial counsel on managing your wealth to careful contemplation of how to transfer it to future generations, it’s your thinking, combined with our thinking, to create Enriched Thinking®.


Meet our team

We have brought together a team of specialists to ensure our clients receive efficient, specialized and friendly financial planning advice and servicing.

Our partnership with you

Daryl Cooper

I have spent my entire career in the financial services industry, joining a major bank in 1980.

In 1995, I formed the investment advisory service called Cooper Wealth Management. I have been truly blessed to have found a passion that doesn’t feel like work and this is reflected in our client retention and satisfaction. Our team is now called Cooper Schneider Financial to recognize the input and importance of my partner; Wealth Advisor, Colleen Schneider.

I became a financial advisor primarily to help people tune out the noise and focus on what matters to them – things they can control – so that they can face the future with anticipation, instead of apprehension. I learned long ago that financial success requires more than just judgment and ideas. It requires a process.

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Colleen Schneider

Working primarily with high achieving clients in the Saskatoon area, Colleen is exceptionally skilled at creating personalized financial plans that identify client goals, uncover opportunities and challenges, and help ensure a comfortable lifestyle for years to come.

Working closely with Daryl and the rest of the Cooper Schneider Financial team, including the extended team of specialists at Scotia Wealth Management, Colleen is extremely detail-oriented and leaves no stone uncovered. She takes a solution focused approach, offering financial planning that is conservative, reliable and designed for long term success.

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Aleshia Abtosway

Aleshia is a bright, dedicated individual who plays an important role on the Cooper Schneider Financial team.

She is often the first point of contact for clients, responding to requests in a timely, efficient manner. Aleshia handles a number of administrative responsibilities for the team, collaborating with her colleagues. As a licensed representative, Aleshia assists with trading, and prides herself in providing outstanding client service at all times. Aleshia is able to handle a wide variety of tasks quickly and accurately, and is an excellent support to both Daryl and Colleen. She has over twelve years of experience in the financial services industry, and has worked with Daryl for nearly a decade.

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Austin Cooper

Austin joined Cooper Schneider Financial in 2015, and has quickly become a valued member of the team.

He plays a largely supportive role, focusing in administration and marketing, and excels in handling the bulk of the trading. Austin is a dedicated, ambitious individual who is a licensed representative through CSI and continues to expand his knowledge with new courses. He is an enthusiastic learner with a proactive, solution-focused approach, and collaborates very well with his colleagues. Austin has a keen interest in investing, and looks forward to growing his career with the Cooper Schneider Financial team.

Prior to entering the financial industry, Austin spent a number of years playing and coaching baseball. A true aficionado of the sport, Austin is a devoted Yankees fan who has traveled to nearly a dozen major ballparks across North America. He is an avid reader who is interested in politics, human psychology and history.

D-Nay Stockbrugger

D-Nay joined Scotia Wealth Management in April 2002, the day after earning her Bachelor of Commerce degree (major in finance) in 2002.

Additionally, D-Nay is a Certified Financial Planner and has earned her life insurance license designation. With over 10 years of experience in the insurance industry, D-Nay has a farming background and, as a result of having working through the farm succession process with her family, she brings a unique perspective to the challenging issue of business in transition.

Insurance services are provided by Scotia Wealth Insurance Services Inc.

Misty Tait

Misty specializes in providing financial planning advice to clients with complex and sophisticated needs. She has extensive expertise developing Retirement Income Strategies, including job transition, Wealth Management, and Farm and Business Planning. Misty has over 25 years of progressive career experience within the financial services industry – she managed an independent financial planning practice and has held executive leadership roles in the High Net Worth planning segment.

Misty holds a Bachelor of Commerce from the University of Saskatchewan with majors in Marketing, General Business and Quantitative Analysis. She has accreditations as a Certified Financial Planner, Chartered Life Underwriter, and she is a Fellow of the Canadian Securities Institute and a Fellow of the Institute of Canadian Bankers. Most recently, Misty completed a Certificate in Advanced Estate & Trust Strategy through the Canadian Securities Institute.

Financial planning and advisory services are provided by Scotia Capital Inc.

Andrea Volk

Andrea is an experienced advisor on the transfer and protection of wealth and business succession. Prior to joining Scotia Wealth Management, Andrea assisted a variety of large and mid-sized family enterprises in Saskatchewan and Alberta. As a Tax practitioner in public practice she has guided clients through tax effective structuring, corporate and partnership restructuring, and estate planning issues. She has served clients in many industries, including construction, agricultural, automotive / farm implement dealerships and medical professional industries.

Andrea is a Chartered Professional Accountant (CPA, CA) and holds a Masters of Professional Accounting degree. Her educational background includes the completion of the Canadian Professional Accountants of Canada’s In-Depth Tax Course (Level I, II, and III), Advanced Tax Issues for the Owner Manager and Corporate Reorganizations. She has been a member of the Canadian Tax Foundation since 2002.

Business and family advisory services are provided by Scotia Capital Inc.

Damian Mcgrath

Damian provides guidance and solutions to develop and meet client’s Will and Estate Planning, Trust and Philanthropic needs. He joined Scotiabank in 2016 from Private Legal Practice. Previously from the UK, Damian came to Saskatoon in 2011.

Damian is an active community sports coach and is kept busy with his three children.

Estate and trust services are provided by The Bank of Nova Scotia Trust Company.

Dean Prosky

Dean is responsible for managing client credit requirements and overseeing delivery of their day-to-day banking needs. He joined Scotiabank in 2016 and has worked in the financial services industry for 25 years. Prior to joining Scotiabank, Dean spent the last five years working as Account Manager, Health Care with an outside institution where he was recognized nationally for his service standards.

Dean remains active within his community through volunteering for numerous charitable organization committees and canvasing. He also has coached soccer teams as well as teaches children’s golf clinics.

Private banking services are provided by The Bank of Nova Scotia.

Our services

We provide a unique wealth management process that focuses on affluent clients who aspire to a work optional lifestyle.

Our process stands out amongst the rest because we do it for people who invest and are tired of the ordinary. We do not accept mediocrity. We are architects of a better way to managing your wealth. Our unique method – the RBI Bridging Formula is a process driven approach that involves planning and protection. It is a process that is objective, disciplined and transparent.

We work with like-minded people that appreciate the value, enthusiasm, passion and knowledge that we bring to the office every day.

We became Wealth Advisors to help people tune out the noise and focus on what matters to them—things they can control—so that they can face the future with anticipation, instead of apprehension.

Contrary to the old cliché what you don’t know can hurt you and ignorance is not bliss; financial health is a matter of choice, not chance. We became Wealth Advisors to help our clients to make more informed choices and take fewer chances. That is the harmony of wealth and risk management—integrated.

We learned long ago that financial success requires more than just judgment and ideas. It requires a process.

When we started, we attracted affluent clients from all walks of life who appreciated our process and client experience. This included farmers, retirees and professionals. Today, we primarily work with professionals, business owners/farmers and executives who, among other things, aspire to that work-optional lifestyle and want to secure their family’s investment legacy.

One of the primary characteristics of these clients is that they delegate their wealth management to a professional, allowing them to focus on what they really want to be doing; or what they are really good at.

We take a team approach to creating a client experience that is consistent. Each person on our team has bought into best practices that govern how we conduct ourselves with our clients.

We are vigilant defenders of wealth. We believe in full transparency in all that we do. We provide our clients with services that reflect their needs.

We understand that wealth advisors must have a defined process that can contribute to helping clients protect their wealth, enabling them to realize their dreams and sleep well at night.

We keep our client base to a minimum and only work with select clients who are a fit for what we provide. We do this so we can be all things to a few instead of attempting to be everything for everyone.

We utilize a process we termed the RBI Bridging Formula. This process is a truly unique wealth management system that fully understands that success for our clients involves diligence and attention to planning and process. Planning and process are key elements in both Portfolio Management and Financial Planning and when combined, they formulate your wealth blueprint.

We realize that a jack of all trades is a master of none. Therefore, we utilize the services of our in-house team of specialists which includes two financial planners, a full team of life insurance experts, a chartered accountant for complex business strategies, private banking and a lawyer for estate and trust needs.

  • Financial Planning from Scotia Capital Inc.
  • Insurance solutions from Scotia Wealth Insurance Services Inc.
  • Private Banking from The Bank of Nova Scotia
  • Estate and trust planning from Scotiatrust®, The Bank of Nova Scotia Trust Company

Our process is panoramic and all encompassing. It covers every piece of the financial puzzle and engages every service provider so that our clients always have the complete picture.

Our method is fluid and dynamic. It is not static and it is not transactional.

As our clients’ lives unfold, their needs will evolve. We act as the bridge to their financial aspirations.

  • We work at turning apprehension into anticipation
  • We are specialists—not generalists
  • We partner with an in-house team of wealth specialists
  • We believe that success comes from planning and is not left to chance
  • We fully understand that our clients want to sleep well at night and enjoy their lives
  • Our RBI Bridging Formula leaves no stone unturned. The planning and investment process is unique, conservative and disciplined.

We are accountable to our clients for we understand the crucial role we play in building and protecting their wealth.

Each day inspires us to strive to provide a service that we believe is unique from the mainstream.

We work out of our home base in Saskatoon, Saskatchewan with Scotia Wealth Management. Our office is on the 7th Floor of the Saskatoon Square office tower on the corner of 4th Avenue and 22nd Street.

In our experience, our affluent clients are mobile throughout Canada. In order to continue to provide them with the service they have come to expect and appreciate, we are licensed in five provinces and have active experience servicing accounts in each of these provinces.

Why do business with us

Blog

Market Watch for March 16, 2018

Global Portfolio Advisory Group

March 16, 2018

Big Picture

Economic data, geopolitical developments in focus

It was a busy week filled with political drama, trade tensions and a range of market-moving releases from some of the world’s biggest economies. In the U.S., uncertainty continued to linger regarding the impact of new trade tariffs with traders also weighing personnel changes in the Trump administration. Both developments come amid rising geopolitical tension with Russia after the U.S. imposed sanctions on Moscow stemming from last year’s presidential election meddling.

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Contact us

We are committed to exceptional client service.

Our team of professionals is available by phone or email, and each of us looks forward to meeting you in person.

Our address

Get Directions from Google Maps

410 22nd St. E., Suite 700
Saskatoon, Saskatchewan
S7K 5T6, Canada

+1 800.667.9744
306.664.1877

Contacts
NamePositionPhone
Daryl CooperPortfolio Manager306.343.3255
Colleen SchneiderWealth Advisor306.664.1860
Aleshia AbtoswaySenior Associate306.343.3261
Austin CooperAdministrative Associate306.664.1865