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Phone
Fax
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(403) 806-4123
(403) 298-4044 |
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Toll Free
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1-800-372-9274 |
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Email
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kate_brown@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
I am committed to a conservative portfolio approach that is aligned with your personal risk profile and the required investment
returns to meet your goals. I establish and deliver on your personal plan through a disciplined process. Through this process I
closely monitor your portfolio and advise you on the required actions to keep it on track to meet your long-term goals.
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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
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
Suite 300 119, 6th Ave SW
Calgary AB
T2P 0P8
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Additional Team Members:
Jamie Beddis, Administrative Assistant
(403) 298-7841
jamie_beddis@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 Investment Executives and
Financial Planners are acting as Life Underwriters (Financial Security Advisors in Quebec)
representing ScotiaMcLeod Financial Services Inc. |
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