Practice: Polsinelli Financial Advisory Group
Firm: Scotia Wealth Management
Location: Vaughan, ON
Jason Polsinelli had the second highest AUM growth among this year’s Top 50, increasing his assets by nearly $360 million to bring his total AUM to over half a billion. However, he says that’s just the beginning, as he’s now eyeing the $1 billion mark as a goal.
“This year was our proudest professional moment,” Polsinelli says. “We were involved in a lot of advisory successes, helping clients more during this time with corporate freezes and restructures, estate and will reviews, international planning, divorce and separation consultation, and planning than anytime in our history. We also helped our community a lot this year during the COVID outbreak.”