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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 provide my clients with proven industry-leading expertise and the personalized solutions to help make their financial goals a reality.
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Mailing Address
40 King Street West
15th Floor
Toronto ON
M5H 3Y2
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Additional Team Members:
Shobha Maraj, Senior Associate
(416) 863-7508
shobha_maraj@scotiamcleod.com
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