Welcome

   


Saikali Portfolio Management works with investors who value expertise, exceptional service and accountability.

We have conviction in our wealth management strategies and standards, and stand by our ability to create opportunities for executives, medical professionals, business owners and their families. We don’t sell products – we manage money.

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.

Adam Kane

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 work with specialists across Scotia Wealth Management to combine customized portfolio management with integrated tax, retirement, estate, and business succession planning.

Your comprehensive financial statement

We believe that your wealth can and should be summarized in one single, accessible document. From your savings and investments to properties and other assets you own, we keep a comprehensive, detailed statement that is updated quarterly. This serves as a dashboard to every conversation and recommendation our team makes.

Investing with us

We have learned what works and we use this experience to our clients’ advantage. There are no sales techniques, commissions or trailer fees when working with our team – just exceptional money management. Our investment strategy is straightforward, transparent and proven by the success of the families and individuals we represent. We offer regular communication that is delivered in plain language – not “financial speak” – and we make ourselves available to you by phone, email or in-person meeting.

Wealth management

Sometimes you need more than investment management to ensure that your wealth is in good hands. Our team not only plans but helps execute your total wealth management strategy. We coordinate with your bookkeeper, lawyer, accountant and other professionals as needed to ensure seamless financial services. This approach makes your life more simple while adding an extra layer of governance to your wealth plan. We are relentlessly dedicated to your success and take all steps to ensure that your entire team is on the same path.

Family wealth services

Every family is different but many share wealth management needs such as trusts, business succession planning, saving for education or retirement, philanthropy, estate planning and private banking. Our team involves as much of the family as you choose, providing an opportunity to educate and prepare future generations for the transition of wealth. This stewardship provides peace of mind and helps successors feel invested in preserving your family’s wealth, business and/or traditions.

Family dynamics are deeply personal and often complex. We are able to provide expert, objective advice on any generational financial matters. This may include inheritances, cottage succession planning, family trusts or other elements of your wealth plan. As a trusted partner, we can help navigate complicated decisions and conversations without any emotional burden or entanglement. We apply this same care and diplomacy to philanthropic giving, assisting our clients as they create an impact and leave a meaningful family legacy.

Blog

Quarterly commodity price update

Canadian Market Summary

Written by Nitin Manohar
July 11, 2018

We have updated our commodity price forecasts, along with our company estimates, valuations, and select target prices and ratings.

Oil Markets: Announced OPEC+ group supply growth targets work against demand seasonality and recent unplanned supply outages. Our global supply-demand balancing assumptions have not changed dramatically on a net basis as a result. Consequently, our crude oil price deck moves modestly higher for benchmarks WTI and Brent in 2018, but remain unchanged in later years. Importantly, our assumptions concerning Canadian light sweet and heavy differentials were significantly widened, illustrating ongoing transportation bottlenecks within the Western Canadian Sedimentary Basin (WCSB).

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Market reports


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Contact us

All of our clients have direct access to their wealth advisor.

To learn more about what we’ve achieved for clients, how we can help you and what to expect when working with Saikali Portfolio Management, please call or email Renaldo Saikali.

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