Kerri Latchman
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.”
Session: Mapping your Wealth Planning Journey
Mapping you’re your Wealth Planning Journey ensures you know where you are, how you got here, and gives you space to decide what and who are important to you, so you can then work towards current and future goals with a clear sightline on your WHY. With this information, you can create a financial plan, or simply have a picture of what free cash flow you can put towards debt repayment, savings and long-term investing.
My advice for Summit attendees
Coming soon