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Brett Allan
Wealth Advisor |
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Phone
Fax
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(403) 340-4778
(403) 356-7026 |
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Toll Free
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1-866-398-4597 |
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Email
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brett_allan@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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Service Approach
My clients can rely on ready access to quality information and trusted advice to ensure their financial plan is on track to achieve their goals. This is supported with a personal client service agreement that I develop with each client. A focus of my ongoing service is to help my clients understand key financial issues through one-on-one discussions, regular reviews, and personalized advice.
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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
#201-4320 50 Avenue
Red Deer, Alberta
T4N 3Z6
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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. |
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