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The Marchand-Kruczynski Group
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The Marchand-Kruczynski Group is a financial planning investment management practice for high net worth investors and entrepreneurs across North America. We manage portfolios for more than 200 retail, institutional and foundation clients.
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Investment Philosophy and Process
We believe in a disciplined investment approach to wealth planning. We start with a detailed wealth assessment in order to better understand our client's unique personal situation. After understanding our client's financial challenges and opportunities, we develop a personal action plan - A Strategic Blueprint - that provides the direction to grow, maintain and protect their wealth.
The Marchand-Kruczynski Group provides expertise in several fundamental areas. Along with a team of experts we specialize in wealth preservation and growth, risk management, advanced financial planning, estate and tax planning, transition into retirement, insurance products and charitable giving.
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Service Approach
For more than 25 years, we have provided holistic financial management to the wealthy. We pride ourselves in providing the service and attention of a boutique firm with the security and full product offering of a global powerhouse.
We create a relationship built on trust and accountability so our clients have peace of mind and the confidence to spend their time doing those things that are most important to them. Our clients delegate the day-to-day management of their portfolio to our team knowing they are in good hands.
We are committed to providing our 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
We provide our clients with proven industry-leading expertise and the personalized solutions to help make their financial goals a reality.
Total Financial Solutions: We are backed by a team of specialists within ScotiaMcLeod, as well as from Scotiabank and Scotia Private Client Group. This allows us to access the required expertise to provide our clients with a comprehensive financial strategy that addresses all of their needs and goals.
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Mailing Address
80 King Street
Suite 705
St. Catharines, ON
L2R 7G1
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Additional Team Members:
Roana Massoom Investment Associate
(905) 641-7719
roana_massoom@scotiamcleod.com
Ben Castilloux Investment Associate
(905) 641-7713
ben_castilloux@scotiamcleod.com
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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 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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(905) 641-7705
1-800-265-7416
(905) 688-9722
