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Pat Brennan
Investment Executive |
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Phone
Fax
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(613) 782-6743
(613) 782-6737 |
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Toll Free
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1-800-267-7684 |
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Email
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patrick_brennan@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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Investment Philosophy and Process
To help my clients achieve their goals with greater peace of mind, I adhere to a disciplined investment philosophy that is focused on long term performance while managing risk. Through a systematic process, I develop, discuss and document an appropriate financial strategy to reach my clients’ personal goals. This plan is an ongoing guide for my monitoring of their investment portfolio and my advice on achieving their overall financial strategy.
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Service Approach
My long-term approach to investment planning also extends to my client relationships with an emphasis on building relationships for life. I’ve 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
I have the commitment and depth of resources at ScotiaMcLeod to provide my clients with peace of mind through ongoing trusted advice and personalized solutions.
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Mailing Address
350 Albert Street
Suite 2100
Ottawa, ON K1R 1A4
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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 Investment Executives are acting as Life Underwriters representing ScotiaMcLeod Financial Services (Ontario) Inc. |
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