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Andrew Pyle
Wealth Advisor |
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Phone
Fax
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(705) 876-3717
(705) 876-1045 |
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Toll Free
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1-800-461-7588 |
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Email
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andrew_pyle@scotiamcleod.com |
| "My main objective is to be your first call on any financial
matter, bringing my global financial experience today in order to help you achieve your personal goals for the future." |
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Please visit Andrew Pyle's website for more information.
"For the past 20 years, Andrew has held several senior market analyst positions in Canada's financial industry, most recently as the VP and Head of Capital Market Research for Scotia Economics. In 2007, Andrew started putting this extensive experience to work with retail clients at ScotiaMcLeod. Prior to joining Scotia, Andrew was the Chief Canadian Strategist for the Dutch bank, ABN AMRO. During his career, he has provided economic and market strategy advice to corporations, central banks and major investment funds. He is widely quoted in the media and is often asked to speak to industry groups and community associations. He sits on the Board of the Greater Peterborough Economic Development Corporation, is a member of the Rotary Club of Peterborough, and in his spare time, coaches youth competitive teams for the Peterborough City Soccer Association."
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Investment Philosophy and Process
Life is all about balance. How much time you spend working needs to be balanced against the time you give towards family, your own personal endeavours and the community around you. It goes without saying that your investment strategy must also be balanced. When we talk about balance, we are not only referring to a "balanced portfolio" but a balance between an individual's appetite for risk and that person's expectations of investment returns or growth. For this reason, we believe there is no such thing as spending too much time with a client to explain the risk-reward trade-offs associated with every type of investment being considered, and to ensure that the strategy we put in place matches the client's own risk tolerance.
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Service Approach
"I deliver a fee-based advisory service, where the fees charged are linked to the size of the account's assets, not the number of transactions. When changes are made, we do so because it fits you're your investment objectives, not because of a commission cheque. With a fee-based account, the adjustments that are made due to either rebalancing requirements or in reflection of your changing circumstances are covered by the fee charged to the account. This fee is always transparent and explained fully to the client. The real value proposition from this approach is that it allows us to deliver a truly holistic financial advisory service, in addition to solely managing your investments. Timely and regular reviews of your personal financial situation and aspirations enable us to also work on producing well-thought plans for retirement, education funding for your children, will and estate planning, business succession planning, insurance and charitable giving."
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Trusted Advice
"My job doesn't end with investment management. Leveraging off a broad team of experts, I also help deliver the highest quality solutions for retirement, education funding for your children, business succession planning, insurance, will and estate solutions and charitable giving. At ScotiaMcLeod, we call this Client Commitment. For our clients, the door is always open. Communication is regular and timely. Fees are transparent. And we never stop listening and learning about your needs and desires, while we help to educate you on every aspect of your plans and investments. Clients also have access to the permissioned side of this site, including a weekly newsletter and podcast, as well as other helpful articles and comments from our team of experts."
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Mailing Address
111 Hunter Street West
Peterborough, ON
K9J 7X7
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Additional Team Members:
Kelli Casselman, FMA, FCSI
Senior Associate
(705) 876-3716
kelli_casselman@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., the 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 (Financial Security Advisors in Quebec) representing ScotiaMcLeod Financial Services Inc. |
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