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William M. Small
Director, Investment Executive, CIMA
William M. Small
Phone
Fax 		(709) 576-1317
(709) 754-2411
Email will_small@scotiamcleod.com
We help our clients and their families achieve financial peace of mind. We do that by developing and implementing prudent strategies that seek to maximize the creation and preservation of intergenerational wealth.
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Will Small is the team leader of MYW Consulting Group. He is one of a select group of investment professionals in Canada with the Certified Invesment Management Analyst (CIMA) designation. He began his career in 1980 with Mcleod Young Weir and is responsible for the team's overall investment process.

We have designed our team so that everyone is aware of your profile and someone is always available to help serve you.
 

Investment Philosophy and Process
The investment consulting we offer is a process, not end product driven. We follow a robust investment process consisting of comprehensive portfolio planning with three phases: Strategy, Implementation, and Monitoring. We cannot guarantee the returns you will get on your portfolio, but we will work with you to manage the risk factors.
 
Service Approach
We develop an investment strategy that analyses your existing portfolio and outlines financial and investment plan that reflects your unique goals and risk profile. Our clients expect and deserve exceptional service at all times. Your administrative needs are met by Gina Hillier, our associate, who is always available to answer your calls.
 
Trusted Advice
The MYW Consulting Group at ScotiaMcLeod specializes in managing your wealth. The service we offer is not a specific product but an investment process - an investment consulting process that is ongoing, based on your goals and objectives.

Working with MYW Consulting Group at ScotiaMcLeod, you'll have the comfort and peace of mind that comes from knowing the team managing your wealth can provide the expertise and attentiveness that your investments deserve.
 

Mailing Address
Scotia Centre
Suite 802
235 Water St.
St. John's, NL
A1C 1B6
 
Additional Team Members:
Clyde Flight
Investment Executive
(709) 576-1388
clyde_flight@scotiamcleod.com

Susan Kielley
Investment Associate
(709) 576-1323
susan_kielley@scotiamcleod.com

Gina Hillier
Administrative Associate
(709) 576-8784
gina_hillier@scotiamcleod.com

 

Business Links:
ScotiaMcLeod is not responsible for external websites linked to from ScotiaMcLeod.com.


All insurance products are sold through ScotiaMcLeod Financial Services Inc. ScotiaMcLeod Financial Services Inc. is an insurance subsidiary of Scotia Capital Inc., a member of the Scotiabank Group. When discussing Life Insurance Products, ScotiaMcLeod Investment Executives are acting as Life Underwriters representing ScotiaMcLeod Financial Services Inc.
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