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Mark Webster
Investment Executive |
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Phone
Fax
Cell
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(506) 432-1982
(506) 433-5061
(506) 432-5498 |
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Toll Free
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1-888-432-1985 |
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Email
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mark_g_webster@scotiamcleod.com |
| Investments, pensions, business assets. If they're not working together, ......they're not working at all. |
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Clients ask us to......
*develop a long-term relationship built on trust, integrity and service.
*coordinate and simplify their various sources of retirement income.
*be their "Chief Financial Officer"..to help oversee all aspects of their financial lives.
*be honest and forthright and to place their interests first, above all else.
*provide thier portfolio with long-term capital preservation within fairly conservative guidelines.
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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
We ask our Clients to......
*enjoy the simplicity and comfort of delegating the details to a professional so they can enjoy more of what's important to them.
*be proactive and to consider a comprehensive approach to managing their financial affairs.
*be inspired and to appreciate the value of ongoing coaching and
regular financial check-ups.
*care for family, community or someone/something "bigger" than ones self.
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Mailing Address
635 Main St.
Sussex NB
E4E 7G5
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Additional Team Members:
Janet Webster, Administrative Assistant
506-432-1982
janet-webster@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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