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Calvin G.F. Randell
Financial Planner |
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Phone
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(709) 576-7823
(709) 754-2411 |
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Email
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calvin_randell@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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With 20 years of experience with the Scotiabank Group and the support of ScotiaMcleod, that has been helping Canadians since 1929, I have the tools necessary to help my clients achieve their financial goals.
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Investment Philosophy and Process
Worthwhile goals take time and planning to reach. To bring my clients' long-term goals closer, I help them analyze their current financial situation and create a consolidated, cohesive financial strategy. Over time, I work with them to implement strategies to take care of their investment, income and asset protection, will and estate planning, banking, and borrowing needs. On a regular basis, I review the progress my clients are making towards their goals and make whatever adjustments are required to their overall plan.
My services include: Insurance, estate and retirement planning, borrowing and banking, investments, managed products, cash flow management, financial and tax planning.
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Service Approach
My long-term approach to financial planning also extends to my client relationships with an emphasis on building relationships for life. I have helped my clients implement and maintain customized plans that recognize their evolving financial situations, through one-on-one meetings, regular reviews, and ongoing personal advice. I draw on the depth of resources of ScotiaMcLeod and Scotiabank to offer a full range of financial services to my clients.
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Trusted Advice
Trusted advice is the cornerstone of my business. The industry-leading expertise and personalized solutions I deliver to my clients are the basis of that trust, and of our mutual success.
Total Financial Solutions: I am backed by a team of specialists within ScotiaMcLeod, as well as from Scotiabank and Scotia Private Client Group. This allows me to access the required expertise to provide my clients with a comprehensive financial strategy that addresses all of their needs and goals.
To find out more about investment ideas, send me an email!
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Mailing Address
Scotia Centre, Suite 802
235 Water Street
St John's, NL A1C 1B6
1-800-563-1514
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Additional Team Members:
Colette Hardy B.Comm.
Administrative Associate
(709) 576-7958
colette_hardy@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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