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Dimitris Foss B.Comm(Hons) B.A. CFP
Investment Executive |
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Phone
Fax
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(613) 782-6789
(613) 782-6737 |
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Toll Free
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1-800-267-7684 |
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Email
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dimitris_foss@scotiamcleod.com |
| By combining comprehensive financial planning and a disciplined investment philosophy,
I help my clients achieve their investment and financial planning goals, and give them peace of mind for their future. Offering business owners, individuals and corporations a wide range of services and access to a Team of Experts, I am dedicated to finding the right
personalized solution for you. |
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Investment Philosophy and Process
Worthwhile goals take time and planning to reach. To bring my clients' long-term goals
closer, I help them analyze their current financial situation and create a consolidated,
cohesive financial strategy. Over time, I work with them to implement strategies to take
care of their investment, income and asset protection, Will and estate planning, banking,
and borrowing needs. On a regular basis, I review the progress my clients are making
towards their goals and make whatever adjustments are required to their overall plan.
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Service Approach
Trust is the most important factor in a successful advisor/client relationship. I am
committed to providing my 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
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
350 Albert St.
Suite 2100
Ottawa, ON
K1R 1A4
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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 and
Financial Planners are acting as Life Underwriters (Financial Security Advisors in
Quebec)
representing ScotiaMcLeod Financial Services Inc. |
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