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Investment Philosophy and Process
We are committed to a conservative portfolio approach that is aligned with your personal risk profile and the required investment returns to meet your goals. We establish and deliver on
your personal plan through a disciplined process. Through this process we 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
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
We have the commitment and depth of resources at ScotiaMcLeod to provide our clients with peace of mind through ongoing trusted advice and personalized solutions.
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Mailing Address
2300 Yonge Street
Suite 2000
Toronto ON
M4P 1E4
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Additional Team Members:
Amy Alexander
(416) 945-4876
amy_alexander@scotiamcleod.com
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(416) 945-4862
1-800-206-6600
(416) 487-5893
