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Young & Frederick Investment Solutions
Young & Frederick Investment Solutions |
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PUTTING YOU FIRST WITH A TEAM APPROACH.
As our client, you will receive timely service and professional advice through our team approach.
Our team members specialize in different areas of wealth management and client service, so you get the expert assistance you need when you need it.
when you need it.
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Investment Philosophy and Process
Worthwhile goals take time and planning to reach. To bring our
clients' long-term goals closer, we help them analyze their current
financial situation and create a consolidated, cohesive financial strategy.
Over time, we 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, we review the
progress our clients are making towards their goals and make whatever
adjustments are required to their overall plan.
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Service Approach
Our long-term approach to investment planning also extends to our client
relationships with an emphasis on building relationships for life. We've
helped our clients implement and maintain customized plans that recognize
their evolving financial situations, through one-on-one meetings, regular
reviews, and ongoing personal advice. We draw on the depth of
resources of ScotiaMcLeod and Scotiabank to offer a full range of
financial services to our clients.
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Trusted Advice
Trusted advice is the cornerstone of our business. The industry-leading
expertise and personalized solutions we deliver to our clients are the basis
of that trust, and of our mutual success. Our team prides itself on
delivering exceptional knowledge and service.
Total Financial Solutions: We are backed by a team of specialists within
ScotiaMcLeod, as well as from Scotiabank and Scotia Private Client
Group. This allows us to access the required expertise to provide our
clients with a comprehensive financial strategy that addresses all of their
needs and goals.
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Additional Advisors
George Rautins - Investment Associate
905-444-4522
george_rautins@scotiamcleod.com
Debra Sheppard - Administrative Associate
905-444-4523
debra_sheppard@scotiamcleod.com
Jay Cannings - Administrative Assistant
905-444-4524
jay_cannings@scotiamcleod.com
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Mailing Address
304 Brock Street South
Suite 100
Whitby ON
L1N 4K4
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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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(905) 444-4520
1-877-647-0420
(905) 444-4530
