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Jeffrey Bennett
Wealth Advisor |
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Phone
Fax
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(519) 660-3252
(519) 660-3208 |
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Toll Free
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1-800-265-1242 |
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Email
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jeff_bennett@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
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 provide my clients with proven industry-leading expertise and the personalized solutions to help make their financial goals a reality.
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
148 Fullarton Street
Suite 1801
London ON
N6A 5P3
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Additional Team Members:
Debby Crux
Senior Associate
(519) 660-3261
deborah_crux@scotiamcleod.com
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