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Jeff McCartney, CFP
Investment Executive |
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Phone
Fax
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(416) 865-6392
(416) 862-3087 |
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Toll Free
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1-800-387-0489 |
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Email
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jeff_mccartney@scotiamcleod.com |
| I help my clients enhance their standard of living, while preserving their capital, and minimizing their risk, through the use of disciplined and comprehensive financial strategies. |
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My business beliefs: - I believe most people experience various levels of anxiety about their money.
- I believe providing clients with disciplined & comprehensive strategies that preserves capital & minimizes risk serves to alleviate their anxiety about money.
- I believe that to add true value to my clients & to become their primary advisor, I must go beyond investment management in my efforts for them.
- I believe in utilizing a Team of Experts to ensure my clients goals are satisfied.
- I believe that circumstances can change suddenly or over time. For this reason, I believe my client's needs and goals must be reviewed regularly to ensure they are reflected in the investment and financial strategies we've developed.
- I believe in a process that is consultative rather than transactional.
To learn more about my practice, please go to www.jeffmccartney.ca
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Mailing Address
Head Office Branch, Scotia Plaza
P.O. Box 402
40 King St. W., 15th Floor
Toronto ON M5H 3Y2
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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 Investment Executives are acting as Life Underwriters representing ScotiaMcLeod Financial Services (Ontario) Inc. |
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