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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
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.
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Mailing Address
55 King Street West
Suite 1001
Kitchener ON
N2G 4W1
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Additional Team Members:
Laura Power
Investment Associate
(519) 571-3725
laura_power@scotiamcleod.com
Mary Szigatti
Senior Associate
(519) 571-3702
mary_szigatti@scotiamcleod.com
David Atkinson, LLB
Senior Will & Estate Planner
Tom Fernandez
Associate Director, Wealth Management
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Business Links:
ScotiaMcLeod is not responsible for external websites linked to from ScotiaMcLeod.com.
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519-571-3702
1-800-265-6360
519-742-0680
