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Through my training as a pharmacist, I always balance objectives and
safety based on product knowledge and client need. Do you use the
same process to maintain your financial health?
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Investment Philosophy and Process
To help my clients achieve their goals with greater peace of mind, I
adhere to a disciplined investment philosophy that is focused on long
term performance while managing risk. Through a systematic process, I
develop, discuss and document an appropriate financial strategy to
reach my clients' personal goals. This plan is an ongoing guide
for my monitoring of their investment portfolio and my advice on
achieving their overall financial strategy
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Service Approach
My long-term approach to investment planning also extends to my
client relationships with an emphasis on building relationships for
life. I've helped my clients implement and maintain customized
plans that recognize their evolving financial situations, through
one-on-one meetings, regular reviews, and ongoing personal advice. I
draw on the depth of resources of ScotiaMcLeod and Scotiabank to
offer a full range of financial services to my clients.
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Trusted Advice
I have the commitment and depth of resources at ScotiaMcLeod to
provide my clients with peace of mind through ongoing trusted advice
and personalized solutions.
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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Mailing Address
One Market Square
PO Box 6277, Stn A
Saint John, NB
E2L 4R7
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Business Links:
ScotiaMcLeod is not responsible for external websites linked to from ScotiaMcLeod.com.
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