Welcome

   


Based in Ottawa and serving executives, professionals and high net worth family nationwide, we are dedicated, experienced investment professionals working with integrity to reach your financial goals.

We are committed to protecting and growing our clients’ wealth by bringing together customized portfolio management, tax solutions and estate planning, insurance analysis and business succession planning.

Service, accessibility and professionalism are the cornerstones of our business at Saikali Portfolio Management. We take the time to understand your goals and provide solutions to your financial needs, freeing you to enjoy the things that are most important in life.

Blog

Extended economic recovery leaves cycle in later stages

Here's what we're thinking

Written by Nitin Manohar
May 8, 2018

Recent economic data for the first quarter of 2018 suggest the global economy cooled off from its red-hot pace of the second half of last year. However, economic activity remains well above its trend (or potential) growth rate, resulting in diminished excess capacity across most economies. This is reflected in declining unemployment rates and rising capacity utilization rates. As a result, inflation readings have ticked higher as tighter labour and goods markets result in stronger wage gains and quicker price increases. In response, central bankers, including those in Canada and the United States, have become more confident in tightening monetary policy. Strong growth, diminished excess capacity, and rising inflation and interest rates are all consistent with an economy in the later stages of its business cycle.

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Our team

We work with you to determine the right investment strategies to help you invest your hard-earned wealth today and for the future.

About Scotia Wealth Management

Wealth management is complex, but it shouldn’t be difficult. Renaldo Saikali is passionate about preserving and growing his clients’ wealth through the strategic use of corporate structure, investment management and tax minimization strategies.

He works with high-achieving business owners, medical professionals and families to create long-term wealth that can be passed on to the next generation.

While our team offers a comprehensive list of wealth management services supported by an extended group of specialists at Scotia Wealth Management, Renaldo’s specific focus is providing financial solutions for business owners, doctors, dentists, pharmacists and other incorporated individuals. He is pleased to work with exceptional professionals in Ottawa, Montreal, Toronto and across Canada, and is able to travel as needed to meet with clients face-to-face. Renaldo is deeply committed to client care and understands the value of knowing his clients as individuals in order to achieve their goals. A businessman himself, Renaldo is immersed in corporate finance at every level and has a genuine dedication to each client’s success.

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Andrea joined ScotiaMcLeod in 2007 and has over 15 years of experience in the Financial Services Industry.

Andrea is a graduate of Simon Fraser University with a Bachelors in Business and Economics. She is a licensed Life Underwriter, has her Options trading license and has achieved the Professional Financial Planner designation. Andrea, with Renaldo, assists clients in mapping out their future goals by developing individual financial plans. She also plays an integral role in maintaining and reviewing client investment portfolios.

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Richard has been in the investment and financial services industry for over 18 years, spanning across areas of financial planning, people management, compliance, and banking.

His industry education is from the well-regarded Canadian Securities Institute, from where he has completed the Canadian Securities Course, Professional Financial Planner Course, and many others. He endeavours to deliver excellent customer service and provide solid financial advice to each and every client. Richard loves spending time with his family and friends, and believes that a balanced lifestyle is the key to good health.

At Scotia Wealth Management, you benefit from our team-based approach through all of life’s changes and opportunities.

What sets us apart is our holistic approach to assessing your wealth and borrowing capacity, meeting your needs on an entirely different level.

We have simplified borrowing with the Total Wealth Credit Solution. This customized lending gives you the ability to pledge just about any combination of wealth assets to access maximum liquidity in the simplest way possible. We offer a sophisticated credit solution to accommodate large purchases or investments that may be impacted by timing differences in cash flow.

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Private banking services are provided by The Bank of Nova Scotia.

Discover our services

To attain a truly complete wealth management strategy we combine customized portfolio management with integrated tax, retirement, estate, and business succession planning.

Our clients have unique needs that require customized solutions. They have outgrown mutual funds and other off the shelf investment and seek the flexibility and transparency of a personalized, integrated wealth management strategy.

Analyzing your financial situation

Additionally, Saikali Portfolio Management offers a variety of options for portfolio management, with choices that differ based on the investor’s desired level of involvement.

We provide customized financial advice and a variety of services including, but not limited to:

  • A complete overview and analysis of your financial situation, culminating in the formation of a financial plan and an Investment Policy Statement
  • Recommendation of an appropriate strategic asset allocation strategy
  • Portfolio design and security selection which are specific to your personal objectives
  • Ongoing monitoring and periodic rebalancing of your portfolio
  • Regular contact, meetings and reports to review your portfolio and ensure that you are on track toward achieving your investment goals

We use the following criteria to make recommendations for your portfolio:

  • The fit of the proposed investment with your overall investment goals and other portfolio holdings
  • The investment style and discipline of fund managers of any proposed funds
  • An objective assessment of security risks and rewards

Renaldo Saikali built his career around a special interest in the complex wealth management needs of business owners.

Over the past 20 years, he has refined his skill set to reflect the specific needs of medical professionals, including physicians, dentists, pharmacists and chiropractors. He is pleased to represent the best interests of these clients and their families, preserving and growing their wealth through using corporate structure, the strategic allocation of assets and tax minimization strategies.

Renaldo’s approach is extremely personalized, understanding that every client has unique needs and goals. He has a depth of experience in corporate finance as well as the personal side of wealth management, including retirement planning, estate planning and working with multiple generations. Working alongside external professionals as well as a team of specialists across Scotia Wealth Management, Renaldo helps medical professionals and other business owners with all elements of their financial plan, including:

  • Professional incorporation
  • Corporate tax solutions, external tax professionals
  • Business succession planning, through Business and Familty Advisory Services
  • Buying or selling a medical practice
  • Financial planning (retirement, multigenerational wealth transfer)
  • Estate planning, through Scotiatrust®
  • Insurance solutions through Scotia Wealth Insurance Services Inc.
  • Philanthropic giving

For more information on wealth management services for medical professionals or to arrange a complimentary consultation with Renaldo Saikali, please contact us. Renaldo is pleased to meet with clients in his Kanata office, or at their home or business.

Contact us

We are committed to exceptional client service.

Our team of professionals is available by phone or email, and each of us looks forward to meeting you in person.

Our address

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505 March Road, Suite 250
Kanata, Ontario
K2K 2M5, Canada

613.271.6614
613.271.6626

Contacts
NamePositionPhone
Renaldo SaikaliPortfolio Manager613.271.6614
Andrea GoodmanInvestment Associate613.271.6618
Richard NaufalInvestment Associate613.271.6613