 |
|
|
|
|
 |
Grant MacLeod, P.Eng
Investment Executive |
|
 |
 |
 |
Phone
Fax
|
(613) 782-6792
(613) 732-6737 |
|
Toll Free
|
1-800-267-7684 |
|
Email
|
grant_macleod@scotiamcleod.com |
| My goal is to provide clients with superior investment advice and to build long term relationships based on trust and satisfaction of service. |
|
|
|
|
As a graduate from Queen's Engineering, Grant went on to work for Sandvik Steel, a multinational Swedish manufacturing company. In 2000, Grant changed careers to pursue his true passion, investment management and financial planning, and joined Ottawa based MD Management that specializes in advising physicians on conservative asset management. In 2006, Grant continued along this career path and joined ScotiaMcLeod as an Investment Executive. Grant lives with his wife in downtown Ottawa and spends his free time raising his three young children. Grant provides investment advice to a number of local families and business owners and welcomes your call should you have any need for financial advice or questions regarding his services.
|
|
Investment Philosophy and Process
My investment style is to apply a long-term, conservative focus in building all portfolios to preserve capital and build wealth. I offer independant and objective advice and follow a consistent process that focuses on quality securities with an effort to balance return vs. risk. This prudent investment philosophy is designed to achieve superior results over the long term. I am committed to serving my clients with a high level of service delivered with complete confidentiality. My team includes a Financial Planner and an Insurance Consultant, both considered leading experts in their respective fields.
|
|
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.
|
|
Mailing Address
350 Albert Street
Suite 2100
Ottawa, Ontario
K1R 1A4
|
|
|
Additional Team Members:
Maureen O'Brien CFA, CFP
Senior Associate
Tom Bryan CLU, C.H.F.C.
Insurance Consulant
|
|
All insurance products are sold through ScotiaMcLeod Financial Services Inc. ScotiaMcLeod Financial Services 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 Inc. |
|
|
|
|
