350 Albert Street
Tel: (613) 563-0991
Fax: (613) 782-6737
About the Ottawa Branch
- Located in the heart of downtown Ottawa, the Ottawa branch of ScotiaMcLeod has a long-standing reputation of excellence in the community - highlighted by the depth of our community involvement, and the embodiment of our firm's tagline - "Building Relationships for Life". We offer a great depth and breadth of talent in the areas of financial planning, wealth and estate planning, and overall family wealth management. With our team approach to helping affluent business owners, professionals, and their families, we have truly harnessed the power of the "Team of Experts" approach, including close liaison with our clients' other professional advisors.
Over most of the past century, ScotiaMcLeod has established itself as a significant presence in Ottawa. We are home to more than 30 Wealth Advisors and 45 support staff, many with over 25 years of experience in our field, and - more notably - a large percentage whose entire career has been with this office and this firm. Our tremendous record of retention is based on a business environment that stresses an enviable level of mutual trust, respect, teamwork and fun.
In addition to the stability in our personnel, we are constantly pushing the professional boundaries on what constitutes a "Wealth Advisor". The days of the traditional stock broker have given way to a level of service and expertise which is vastly different over the past two decades. The Ottawa office has been an industry leader in the 'Team of Experts' approach, and pioneered the roles of, as examples, in-house Financial Planning Consultant, Wealth and Estate Planning, and centralized account administration. We have also been leaders in institutional money management approaches for non-institutional clients, and in providing a choice between fee-based and transaction-based accounts.
We strive to provide Wealth Advisors and support teams with an environment aligned to their objective of delivering great and professional service and products to clients, attracting new clients, and positioning themselves as primary advisor with their clients offering the full suite of financial services products and services.
- Outstanding professionals called the Team of Experts support Wealth Advisor teams with holistic wealth management solutions to clients.
- An environment that supports mutual respect, high professional standards, and the pursuit of great business done in an ethical, thoughtful way.
- Community involvement and a healthy, fun atmosphere.
- Strive to provide outstanding support to all staff by listening and facilitating optimal solutions to help everyone be the best they can be for their clients.
- About ScotiaMcLeod
Since 1921, ScotiaMcLeod has earned a reputation for integrity based on our standards of excellence, quality service, and a commitment to doing what's right for our clients. ScotiaMcLeod is the investment arm of Scotiabank, and a division of Scotia Capital Inc. Scotia Capital is a proven corporate and investment banking leader, and contributes to making Scotiabank Group one of North America's premier financial institutions and Canada's most international bank. We are a leading financial services provider, with over 800 advisors serving clients in more than 70 offices across the country. Working within Scotiabank Group, we can coordinate a team of experts to integrate protection, trust, legal, estate planning, borrowing and banking services within a total financial solution for our clients.
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