Farstad Portfolio Management · Scotia Wealth Management

Welcome

Scotia Wealth Management is an innovative team-based approach to wealth management that addresses the entirety of your life – your family, your business, your future – one facet at a time.

The specialists at Scotia Wealth Management bring their skills and expertise to the consideration of what you’ve accumulated – and how best to administer it through life’s changes.

From financial counsel on managing your wealth to careful contemplation of how to transfer it to future generations, it’s your thinking, combined with our thinking, to create Enriched Thinking®.

To learn more about our full range of wealth management services, visit scotiawealthmanagement.com.

About Scotia Wealth Management

Meet 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.

Christian Farstad, CFA, CIM, FCSI Branch Manager
Senior Wealth Advisor and Portfolio Manager

Christian Farstad builds customized, tax-efficient portfolios that rigorously reflect a client’s income, capital preservation, asset growth expectations, and tolerance for risk.

Bringing 15 years of experience in the investment services industry, Christian is a Chartered Financial Analyst (CFA), a Canadian Investment Manager (CIM) and a Fellow of the Canadian Securities Institute (FCSI). He has completed the Canadian Securities Course and Personal Financial Planning Certificate through the CSI and is a Licensed Life Underwriter.

ScotiaMcLeod®, a division of Scotia Capital Inc.

Samir Dhanani, CIM Senior Associate

Samir has been in the wealth management industry for three years now. He graduated from Simon Fraser University with a Bachelor of Arts and later went on to complete a Masters of Coaching and Athletic Administration from Concordia University Irvine. Licensed as a Registered Representative, he has also completed his Chartered Investment Manager (CIM) designation.

He was a former track and field varsity athlete with Simon Fraser. Samir is also dedicated to the community by volunteering as a coach in the sport of basketball and track at the high school level.

Exceptionally organized, Samir is responsible for managing the day-to-day operations and all administrative affairs for the business.

He ensures client requests are completed, inquiries are answered, and account issues are resolved.

ScotiaMcLeod®, a division of Scotia Capital Inc.

Litza Anderson Estate and Trust Consultant

Litza is responsible for providing advice and guidance to clients regarding their Will and estate planning strategies. Clients benefit from customized tax-considered strategies that align with their investment, retirement, philanthropic and estate plans to help safe-guard their financial well-being into the next generation. Originally from Vancouver, Litza clerked at the Tax Court of Canada in Ottawa and practiced for several years at a large law firm in Toronto specializing in estate planning. Prior to returning to Vancouver, she worked in the Cayman Islands at one of the world’s largest offshore law firms specializing in succession planning for international high net worth clients.

Litza was originally called to the Ontario Bar in 2002 and was called to the British Columbia Bar in 2009. Memberships include the Law Society of British Columbia, the Canadian Bar Association and the Society of Trust and Estate Practitioners (STEP). Litza is a past Chair of the Vancouver Branch of STEP and a former Director of STEP Canada. She is currently a member of STEP Canada’s Education Committee and Nomination Committee.

Estate and trust services are provided by The Bank of Nova Scotia Trust Company.

Anthony Windeyer, CFP, CLU, CHS, RPA, GBA, CEBS, EPC, CIM, FMA, CIWM, FCSI, TEP Senior Advisor

Anthony has worked in financial planning for over 20 years. This broad understanding of financial planning products and strategies combined with his many years of experience allows him to seamlessly integrate insurance product solutions that greatly enhance clients overall financial situation.

Anthony believes that helping our clients with their insurance needs is a sacred trust.

His goal is to always provide our clients the very best in the way of advice, service, and insurance related product solutions, available anywhere in the financial services industry today.

Insurance services are provided by Scotia Wealth Insurance Services Inc.

What we do

Central to our investment advisory practice is the one-on-one relationship we build with each client.

That relationship is based on personal rapport, mutual respect and trust.

We do not sell products. We offer long-term solutions – as a service to our clients on a fee basis – designed to build and protect wealth.
A wide and powerful range of financial planning, portfolio advisory services, and will and estate planning capabilities, support our practice.
We are backed by a powerful range of resources available to us – and to you – through Scotiabank, ScotiaMcLeod, and Scotia Wealth Management.

Disciplined and systematic, we are a team of dedicated investment professionals committed to the delivery of exceptional investment performance using a total wealth management approach.

Our retirement plans Resources