Greyell Portfolio Management

Most of our clients spend a lifetime building wealth. Our mission is to further enhance and manage their assets so that they continue to provide for them – and the generations that follow.

Over the past 15 years our team has earned the trust of hundreds of affluent individuals and families. Managing wealth in ways that strengthen confidence and relieve stress is a team effort. Our people combine a deep knowledge of financial markets with proven professional skills needed to deliver integrated financial services tailored to an individual client’s needs.

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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. Greyell Portfolio Management is a personal trade name of John Greyell.


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