About Us

Tanya Surette, BA, FMA, FCSI, CSWP

Wealth Advisor

History

I graduated from the University of Alberta in 1996 with a BA in Psychology and a minor in Religious studies. In 1996 I entered the financial industry as a personal banker.

I moved to Calgary in 1998 and began working with Scotiabank, and in 2004, I joined the investment side with ScotiaMcLeod as a Wealth Advisor. I have been actively managing my client’s assets for the last nine years.

Education

I believe learning is a life-long endeavor and I have continued to pursue my education. I am currently licensed as a Financial Planner (with a specific focus on wealth management), licensed to trade stock, bonds and mutual funds, and I have my Life and Accident/ Sickness Insurance License. I am Options and Futures licensed. I am a Fellow of the Canadian Securities Institute (FCSI) and I have my Chartered Strategic Wealth Professional designation. I will always keep my skills and knowledge up to date with new advances in the industry and the markets.

Philosophy

I focus on providing trusted advice and personalized financial solutions. I believe that each client is unique and I want to provide investment solutions that are as unique as my clients. You can count on me to truly understand your goals and look for ways to help you reach those goals.

Personal

I am a mother of three amazing kids, one boy and two girls. I have been married to the same wonderful guy for the last ten years. I love the outdoors, camping, biking and sitting in the sunshine. I am passionate about my family, travel and my community. I volunteer in my kids schools, hockey, and within my neighborhood in Auburn Bay.

 

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® Registered trademark of The Bank of Nova Scotia, used under licence. ™ Trademark of The Bank of Nova Scotia, used under licence. Scotia Wealth Management™ consists of a range of financial services provided by The Bank of Nova Scotia (Scotiabank®); The Bank of Nova Scotia Trust Company (Scotiatrust®); Private Investment Counsel, a service of 1832 Asset Management L.P.; 1832 Asset Management U.S. Inc.; Scotia Wealth Insurance Services Inc.; and ScotiaMcLeod®, a division of Scotia Capital Inc. ("SCI"). Wealth advisory and brokerage services are provided by ScotiaMcLeod, a division of SCI. Insurance services are provided by Scotia Wealth Insurance Services Inc., the insurance subsidiary of SCI. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Underwriters (Financial Security Advisors in Québec) representing Scotia Wealth Insurance Services Inc. SCI is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.