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Shelley Benn Boville PFP FMA
Investment Executive |
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Phone
Fax
Cell
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(613) 271-6650
(613) 271-6626
(613) 614-3755 |
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Toll Free
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1-877-727-8827 |
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Email
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shelley_boville@scotiamcleod.com |
| Trust, on-going, open and direct communication,
long-term relationships as well as access to comprehensive and
knowledgeable advisory team are key elements in addressing your needs
and providing you with that critical comfort zone.
My primary focus is
growing your wealth and managing your future in a responsible and
constructive manner. |
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A SoctiaMcLeod advisor with 29 years in the financial industry, I build financial longevity committed to long-term relationships.
My commitment to clients is to develop a strategic Financial
Management plan structured to ensure that goals for financial security are
successfully achieved.
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Investment Philosophy and Process
The attainment of financial security is one of the most compelling and
important facets of our daily lives and future needs. It enables us to plan
and achieve our goals. We therby have the comfort and freedom of
making choices. Financial management is a primary key to realizing these
objectives. Financial Management is a compendium of many outside
influences, sound practices, financial information and factors which bear
upon the economy. It is in essence a partnership between myself as your
personal Financial Adviser, my disciplined and market-knowledgeable
professional team of experts and my clients. The partnership is built on
direct, long-term and trusted relationships with open and direct
communictions. The ultimate objective is to fully understand you the
client's objectives and to created a Financial Management structure that
will meet both present and future needs.
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Trusted Advice
The bond which ties a successful Finacial Management strategy together
is trust. It is derived from relationships with both my clients my
professional team of ScotiaMcLeod experts. Communication and
respect factor large. This is essentially the TCB principle - Taking Care
of Business - with the cornerstone being the client.
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.
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Additional Advisors
Traci McConnell
Assistant Associate
613-271-6603
traci_mcconnell@scotiamcleod.com
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Mailing Address
250-505 March Rd
Kanata, Ont.
K2K2M5
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Additional Team Members:
Traci McConnell
613-271-6603
traci_mcconnell@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 and
Financial Planners are acting as Life Underwriters (Financial Security Advisors in Quebec)
representing ScotiaMcLeod Financial Services Inc. |
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