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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.


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Disclaimer

HollisWealth® is a division of Industrial Alliance Securities Inc. (iA Securities), a member of the Canadian Investor Protection Fund (CIPF) and the Investment Industry Regulatory Organization of Canada (IIROC). iA Securities is a trade name and business name under which Industrial Alliance Securities Inc. operates. Insurance Products are provided by HollisWealth Insurance Agency Ltd. This information has been prepared by David Yurich Wealth Management for HollisWealth®, a division of iA Securities, and does not necessarily reflect the opinion if iA Securities. The information contained in this document comes from sources we believe to be reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any the securities mentioned. The information contained herein may not apply to all types of investors. David Yurich can open accounts only in the provinces where he is registered. For more information about HollisWealth®, please consult the official website at www.holliswealth.com. David Yurich Wealth Management is a personal Trade name of David Yurich.