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Jeff Fitchett B.A. CFP FMA
Wealth Advisor |
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Phone
Fax
Cell
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(905) 570-7986
(905) 570-7989
(905) 308-6806 |
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Toll Free
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1-800-461-5842 |
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Email
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jeff_fitchett@scotiamcleod.com |
| I help my clients achieve peace of mind by providing trusted advice and personalized solutions to meet
their financial goals. |
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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
My clients can rely on ready access to quality information and trusted advice to ensure their financial
plan is on track to achieve their goals. This is supported with a personal client service agreement that I
develop with each client. A focus of my ongoing service is to help my clients understand key financial
issues through one-on-one discussions, regular reviews, and personalized advice.
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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
1 King Street West
P.O 1402
Hamilton, ON
L8P 1A4
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Additional Team Members:
Silvia Grigorova
Administrative Assistant
(905) 540-7175
silvia_grigorova@scotiamcleod.com
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