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David Lougheed
Investment Executive |
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Phone
Fax
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(705) 725-4728
(705) 725-0355 |
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Toll Free
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1-800-265-3161 |
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Email
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david_lougheed@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
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.
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Service Approach
Trust is the most important factor in a successful advisor/client relationship. I am committed to providing my clients with objective analysis, professional advice, and prompt service on the financial issues that are of importance to them.
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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.
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Mailing Address
Barrie Financial Centre
44 Collier Street, 2nd Floor
Barrie, ON
L4M 1G6
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Additional Team Members:
Jenny Lazary
Senior Associate
705-725-4720
jennifer_lazary@scotiamcleod.com
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