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I am a ScotiaMcLeod advisor located in Edmonton. I provide customized financial solutions for clients, specializing in strategies for clients with complex situations. With my expertise and our team of experts, I assist clients with specialized services including investments, private banking, and estate and trust services.
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Investment Philosophy and Process
I help clients to analyze and understand their current financial situation and work with them to develop long term goals. Each client is provided with a highly individualized strategy and investment approach designed to achieve their goals. I closely monitor the investment portfolio to ensure that it stays in line with the clients financial strategy.
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Service Approach
I believe that trust is the foundation for a successful advisor/client relationship. My goal is to provide all clients with ongoing objective analysis and professional advice. I strive for prompt service on all financial issues that are important to you.
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Trusted Advice
My business is focused on helping you obtain your financial goals. The industry-leading expertise, experience and personalized solutions which I deliver provide the cornerstone of our trust and my commitment to you.
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
10104 - 103rd Avenue
Suite 2000, Bell Tower
Edmonton, AB T5J 0H8
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Additional Team Members:
Sabrina Siwiec CIMA
Investment Associate
(780) 413-7471
sabrina_siwiec@scotiamcleod.com
Cheryl Garth
Administrative Associate
(780) 413-4349
cheryl_garth@scotiamcleod.com
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