Misty Tait, CFP, CLU, FCSI, FICB

Senior Financial Planning Consultant

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.