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I bring a wealth of knowledge and perspective to wealth management and preservation with over 10 years experience in the financial service industry.
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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
My clients can rely on ready access to quality information and trusted advice to ensure their financial plan is on track to achieve their goals. 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 have the commitment and depth of resources at ScotiaMcLeod to provide my clients with peace of mind through ongoing trusted advice and personalized solutions.
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Mailing Address
620 Saint-Jean Blvd.
Pointe-Claire QC H9R 3K2
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Additional Team Members:
Georgia Filippas
Administrative Associate
(514) 428-8404
georgia_filippas@scotiamcleod.com
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Business Links:
ScotiaMcLeod is not responsible for external websites linked to from ScotiaMcLeod.com.
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