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Since graduating with a Bachelor or Commerce degree from McMaster University, I have completed my Level II Insurance and
the Professional Financial Planning courses. My commitment has been to establish a strong foundation of trust and service for my
clients and have built successful long-term relationships since 1985.
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Investment Philosophy and Process
My business focuses on financial planning and investment management, including tax, estate and retirement planning using a Team of
Experts. Planning for your future is an intricate undertaking as well as an ongoing process. To ensure your financial security, we
must: Step 1: Understand your needs and goals Step 2: Assess and analyze your financial situation Step 3: Prepare personalized
recommendations Step 4: Present and discuss solutions Step 5: Implement your strategy Step 6: Monitor and refine your strategy -
Determine your short and long term goals - Assess the role that your assets and liabilities will play in achieving those goals -
Develop strategies tailored to your personal circumstances I work with my partners across Scotiabank and the Scotia Private
Client Group to implement your total financial solution.
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Trusted Advice
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
Sussex Centre, West Tower
90 Burnhampthorpe Rd. West
Suite 1400 Mississauga ON
L5B 3C3
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Additional Team Members:
Tanya Colford, Investment Associate
905-896-6468
tanya_colford@scotiamcleod.com
Anna Szumska, Administrative Associate
905-896-6472
anna_szumska@scotiamcleod.com
Steve McInnis, Insurance Consultant
905-896-6211
steve_mcinnis@scotiamcleod.com
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Business Links:
ScotiaMcLeod is not responsible for external websites linked to from ScotiaMcLeod.com.
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(905) 896-6458
(905) 896-6474
