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The Symons Group
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Greg Symons and his team's approach is to bring together a group of professionals to provide you with the financial solutions you require to help reach your overall financial objectives. With a focus on building tailor-made portfolios with tax efficient strategies, we help our clients to maximize their wealth for today and for future generations.
Greg Symons joined ScotiaMcLeod in 2004. He brings with him more than 25 years of experience in the investment services industry including VP and Director of Fixed Income with a major US investment Dealer. He has earned the designation Fellow of the Canadian Securities Institute.
Greg is extremely active in the Mississauga community. He is a founding Board member of Shwachman Diamond Syndrome Canada, a member of Community Living Mississauga and helped establish The Referral Professionals chapter of BNI. He lives in Mississauga with his spouse Kathy and their two children, Michael and Gillian.
Oksana Romanova, Associate
(905) 896-6461, oksana_romanova@scotiamcleod.com
Oksana has been with ScotiaMcLeod since 2003. After graduating from York University, she worked at a well–known mutual fund company. Oksana has completed the Professional Financial Planning and Investment Management Techniques courses. Oksana’s passion is her family and close friends, and she spends a lot of her free time entertaining in her home with her husband Slavik.
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Investment Philosophy and Process
To help our clients achieve their goals with greater peace of mind, we adhere to a disciplined investment philosophy that is focused on long term performance while managing risk. Through a systematic process, we develop, discuss and document an appropriate financial strategy to reach our clients’ personal goals. This plan is an ongoing guide for our monitoring of their investment portfolio and our advice on achieving their overall financial strategy.
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Service Approach
Our long-term approach to investment planning also extends to our client relationships with an emphasis on building relationships for life. We’ve helped our clients implement and maintain customized plans that recognize their evolving financial situations, through one-on-one meetings, regular reviews, and ongoing personal advice. We draw on the depth of resources of ScotiaMcLeod and Scotiabank to offer a full range of financial services to our clients.
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Trusted Advice
We provide our clients with proven industry-leading expertise and the personalized solutions to help make their financial goals a reality.
Trusted advice is the cornerstone of our business. The industry-leading expertise and personalized solutions we deliver to our clients are the basis of that trust, and of our mutual success.
Total Financial Solutions: 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
90 Burnhamthorpe Road West
Suite 1400
Mississauga, ON L5B 3C3
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Additional Team Members:
Steve McInnis, Insurance Consultant
steve_mcinnins@scotiamcleod.com
Steve is an insurance veteran with over 18 years of experience in the industry. Having worked with Maritime Life, Assante and Canada Life, he brings tremendous professionalism, expertise and technical knowledge in the area of the insurance as our in-house Insurance Consultant.
Amanda Faber-Gidge, Financial Consultant
amanda.fabergidge@scotiabank.com
Amanda has worked in the financial services industry and has provided specialized financial services to Scotiabank clients for over 11 years. Previous positions held with the Scotiabank Group include District Banking Manager, Branch Manager, Assistant Manager Personal Banking and Financial Advisor.
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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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(905) 896-6183
1-800-665-1856
(905) 896-6474
