Kerri Latchman

Kerri Latchman headshot

Kerri Latchman

Certified Financial Planner
The Viola Salter Group, Scotia Wealth Management
Category

The Viola Salter Group is a team of 9 Wealth Management Professionals, that bring 128 years of combined experience to our client relationships. Kerri provides Total Wealth Planning for high net worth and ultra high net worth professionals, family business owners, entrepreneurs and retirees, ensuring their investment portfolios align with their multi-faceted goals. Since joining Scotia Wealth Management in 2004, she has collaborated with external legal and tax professionals and internal partners in estate and trust, private banking, insurance planning, small business, commercial business, family business advisory, tax and health care professional services to ensure clients receive comprehensive advice. Kerri is a McMaster University alumna.

“I enjoy what I do immensely and hope that my enthusiasm for financial planning and full-service wealth management creates meaningful long-term engagement with the clients and partners I work with.”

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Session: Women, Wealth and Wisdom

Learn when to consider the various aspects of your financial plan and how to access resources that will ensure the success of your vision.