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The Mellow, Schooley & Richardson Group
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"Let our team benefit you now and in the long term.
With over 30 years of combined financial experience, we would like to offer you the exceptional service and objective advice that has provided the “peace of mind” to so many of our clients."
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Investment Philosophy and Process
Understanding your Needs and Goals
Our first and most important job is to listen to you - to understand your needs and your dreams for the future. We will take the time to understand your specific goals - such as saving for retirement, financing a business or creating a lasting legacy for your family. This "discovery process" doesn't end here - as time passes, and your situation changes, we will work with you to ensure that your personal wealth strategy remains up to date.
Risk Management and Asset Allocation
Our team approach allows us to focus on a comprehensive set of financial solutions, including financial planning and insurance. At the core is a conservative approach, with careful attention given to risk management and asset allocation that sets us apart from the competition.
A Clear Roadmap for the Future
We can help you to realize financial security at each stage of your life. We create custom-tailored portfolios to meet your objectives. Each portfolio recognizes tolerable levels of risk, while remaining flexible enough to respond to changes in investment objectives. Our approach is disciplined to maximize financial returns.
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Service Approach
Our long-term approach to investment planning also extends to our client relationships with an emphasis on building relationships for life. We’ve helped our clients implement and maintain customized plans that recognize their evolving financial situations, through one-on-one meetings, regular reviews, and ongoing personal advice. We draw on the depth of resources of ScotiaMcLeod and Scotiabank to offer a full range of financial services to our clients.
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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.
Our Special Publications: ScotiaMcLeod Insights, our quarterly newsletter featuring information and investment strategies for clients covering more broad based subjects in areas such as wealth management, financial planning and other issues which contribute to living an enriched life.
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Mailing Address
55 King Street West, Suite 1001
Kitchener, Ontario
N2G 4W1
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Additional Team Members:
Linda Koebel
Administrative Associate
(519) 571-3720
linda_koebel@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 Financial Planners are acting as Life Underwriters (Financial Security Advisors in Quebec) representing ScotiaMcLeod Financial Services Inc. |
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519-571-3709
1-800-265-6360
519-742-0680
