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James P. Murphy CFP CIM FCSI
Financial Planner |
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Phone
Fax
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(416) 945-4451
(416) 862-3078 |
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Email
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james_murphy@scotiamcleod.com |
| I help my clients achieve peace of mind by providing trusted advice and personalized solutions to meet their financial goals. |
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Our Vision Statement: "To provide the leadership investors need by researching, developing, and implementing low risk investment strategies that allow investors to live their dreams." -- The Murphy Team
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Investment Philosophy and Process
Benefits - Peace of mind - our clients sleep at night and spend less time worrying about their investments. We do this by using The Murphy Team process and ScotiaMcLeod's investment tools to help our clients make less risky investment decisions.
We work with clients that are trying to achieve a goal or dream that have at least $100,000 in investments, specifically, individuals from this group who want professional advice. We help clients avoid making costly mistakes. We reduce the amount of decision making necessary by using a disciplined investment approach.
For each client, we research, develop, implement and track investment strategies using The Murphy Team process that focuses on risk minimization. We identify and track investment opportunities to simplify the investment decision process using proven processes and tools. Combining The Murphy Team process and these tools we are able to reduce risk and implement strategies more reliably than anyone else in the marketplace.
Added value for clients is derived from using The Murphy Team process and investment tools. They track performance, growth, income, dividends, capital gains and capital losses. Using this information, we help our clients make optimal investment decisions.
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Service Approach
Client portfolios "perform" using our investment strategies and tools - they are dramatically superior to anything competitors offer. Clients receive a very professional service that focuses on each client - The Murphy Team process allows our team to deliver. Our relentless pursuit of investment opportunities and our obsession with safety of capital, enables our team to preserve current and future purchasing power for all our clients.
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Trusted Advice
We are backed by a team of specialists within ScotiaMcLeod, as well as from Scotiabank and Scotia Private Client Group. This allows us to access the required expertise to provide our clients with a comprehensive financial strategy that addresses all of their needs and goals.
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Mailing Address
Head Office Branch
15th Floor, 40 King Street West
Toronto ON M5H 3Y2
1-800-387-0489
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Additional Team Members:
Anida Gryc
Administrative Associate
(416) 945-5246
anida_gryc@scotiamcleod.com
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Business Links:
ScotiaMcLeod is not responsible for external websites linked to from ScotiaMcLeod.com.
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All insurance products are sold through ScotiaMcLeod Financial Services (Ontario) Inc. ScotiaMcLeod Financial Services (Ontario) Inc. is an insurance subsidiary of Scotia Capital Inc., a member of the Scotiabank Group. When discussing Life Insurance Products, ScotiaMcLeod Financial Planners are acting as Life Underwriters representing ScotiaMcLeod Financial Services (Ontario) Inc. |
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