Tuula Jalasjaa, Head of HollisWealth, a Scotiabank Company is pleased to announce that David Yurich, Director, Private Client Group, and Senior Investment Advisor, Scotia Capital Inc., has earned the Trust and Estate Practitioner (TEP) designation. The award is granted by the Society of Trust and Estate Practitioners, an elite international organization for Trust and Estate Professionals. David joins a group of highly skilled estate planning practitioners who develop strategies for family and business estate and succession planning.
David Yurich Wealth Management is a Canadian asset management company with a mission to provide wealth management for families across generations. The firm offers a diverse range of investment, tax minimization, mortgage*, securities and estate planning services. HollisWealth is a division of Scotia Capital Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. ™ Trademark of The Bank of Nova Scotia, used under license.