Tiara Klein Email & Phone Number | As a Scotiabank Investment Specialist, I am committed to helping my clients feel more confident in their financial future. My clients define investments success – I help them get there with trusted advice and solutions that support their vision. Drawing on my investment expertise and years of financial planning experience, I build customized financial plans that help bring their investment and retirement goals to life. A tailored plan allows them to savour today while preparing for their needs and the needs of their family in the future. My clients also appreciate the flexibility of meeting at a time and location that works with their schedule. Using a disciplined approach, I advise on the following valuable services: Goals/financial assessment Customized financial planning Tailored investment solutions Retirement and retirement income planning Tax-deferral strategies I place a premium on partnerships to help my clients manage their entire financial picture, working with specialized professionals at Scotiabank for tax and estate planning, business succession and financing needs. As a member of Scotiabank’s Investment Specialist team, my clients enjoy the peace of mind that comes with working with a leading Canadian financial services provider that is dedicated to helping customers become financially better off.

Tiara Klein

As a Scotiabank Investment Specialist, I am committed to helping my clients feel more confident in t...
Moncton, New Brunswick, Canada

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Tiara Klein’s Email tiara.klein@ig.ca

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Tiara Klein’s Location Moncton, New Brunswick, Canada

Tiara Klein’s Current Industry Scotiabank

Tiara Klein’s Prior Industry Ig Wealth Management | The Home Depot | Moncton Wildcats Hockey Club | Caixa Economica Federal

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Investment Specialist and Financial Planner

2024-03-01 00:00:00 - Present

Financial Advisor - IG Wealth Connect

2023-07-01 00:00:00 - 2024-03-01 00:00:00

Store Associate Part-time

2019-03-01 00:00:00 - 2020-06-01 00:00:00

Game Day Staff

2018-11-01 00:00:00 - 2019-03-01 00:00:00

General Manager

2015-12-01 00:00:00 - 2018-05-01 00:00:00

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Tiara Klein is a As a Scotiabank Investment Specialist, I am committed to helping my clients feel more confident in their financial future. My clients define investments success – I help them get there with trusted advice and solutions that support their vision. Drawing on my investment expertise and years of financial planning experience, I build customized financial plans that help bring their investment and retirement goals to life. A tailored plan allows them to savour today while preparing for their needs and the needs of their family in the future. My clients also appreciate the flexibility of meeting at a time and location that works with their schedule. Using a disciplined approach, I advise on the following valuable services: Goals/financial assessment Customized financial planning Tailored investment solutions Retirement and retirement income planning Tax-deferral strategies I place a premium on partnerships to help my clients manage their entire financial picture, working with specialized professionals at Scotiabank for tax and estate planning, business succession and financing needs. As a member of Scotiabank’s Investment Specialist team, my clients enjoy the peace of mind that comes with working with a leading Canadian financial services provider that is dedicated to helping customers become financially better off.

Tiara Klein has prior
experience in the following industries:
Ig Wealth Management | The Home Depot | Moncton Wildcats Hockey Club | Caixa Economica Federal

Tiara Klein has the following professional experience:
Scotiabank | Ig Wealth Management | The Home Depot | Moncton Wildcats Hockey Club | Caixa Economica Federal