Michelle Heaphy
Category
As a Private Banker, I enable high net worth clients to achieve more, worry less, and save time, when addressing financial matters. With more than 40 years of experience in finance, I provide highly customized financing solutions to my clients. With Scotia Wealth Management’s customized Total Wealth Credit SolutionTM, my clients gain the benefit of capturing various types of wealth holdings, all housed under one umbrella, so they don’t need to sell anything to buy something else.
My diverse industry experience in areas like portfolio management, institutional money market trading, foreign exchange sales, capital markets documentation and cash management provide over-arching experience across a wide spectrum of financial services. I lead a top-performing team who is committed to providing the highest level of service to our clients. I also have a strong network of specialists whom I can call on to help ensure all your financial requirements are met.