Scotia Wealth Management · Rosenberg-Dri Financial Group

We are a full service wealth management firm suited for pre-retirees/retirees, widows/widowers and business owners who wish to delegate all their LIVE WELL, STAY RICH, NEVER RETIRE decisions to fee only, fiduciary, CFP professionals.


We do our best work for individuals in retirement or within five years of retirement, widows/widowers who have lost their spouse/partner during the last five years and business owners/professional corporations with at least 10 years of operations.

    • 15 Minute Introductory Call

      15 minutes

    • Wealth Review Telephone Conference

      1 hour

    • Wealth Review - Video

      1 hour

    • Wealth Review - In Office

      1 hour

    • Wealth Planning Meeting

      1 hour