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W. Randy Parsons
Associate Director, Wealth Management |
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Phone
Fax
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(705) 725-4721
(705) 725-0355 |
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Toll Free
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1-800-265-3161 |
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Email
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randy_parsons@scotiamcleod.com |
| I strive to provide peace of mind to clients through a highly personalized and professional approach to preserving and building their wealth. |
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Investment Philosophy and Process
Why do I do what I do?
I believe that it is impossible to consistently predict future interest rate levels or the short-term direction of equity markets.
I believe that most investors tend to overestimate their ability to tolerate market fluctuations during the "good times" and they tend to abandon their long-term plans during the "bad times".
I believe that it always makes sense to hold a diverse group of high-quality securities.
I believe that many people do not derive any intrinsic pleasure from being involved in the day-to-day management of their savings, and that they have more rewarding things to do with their time.
I believe every client’s situation and concerns are unique and that I can only deliver real value if I understand the key issues from their perspective.
I believe that clients are best served by compensating me for the quality of advice and service that I provide, rather than for the quantity of transactions that I process.
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Trusted Advice
What makes me different?
Competent and well-intentioned
o Graduate of the Ivey School of Business at the University of Western Ontario
(B.A. Honors Business Administration, 1983)
o Canadian Securities Course (1990)
o Canadian Options Course (1991)
o Canadian Investment Management 1 (1994)
o Canadian Investment Management 2 (1995)
o Canadian Investment Manager designation (1995)
o Fellow of the Canadian Securities Institute (1995)
o Associate Portfolio Manager designation (1997)
o Branch Manager designation (1997)
o Partners, Directors & Senior Officers Exam (1998)
o Vice President designation (1998)
o Technical Analysis Exam (2003)
o Canadian Insurance Course (2003)
o Life License Qualification Program (2004)
o Portfolio Manager designation (2004)
o Certified Financial Planner Program (currently enrolled)
Personal values build "referability"
o Show up on time.
o Do what I say I’m going to do.
o Be grateful for the opportunity to be of service.
Portfolio Approach
o Quality and Diversity
o Simplicity
o Discipline
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Mailing Address
44 Collier Street
2nd Floor
Barrie, ON
L4M 1G6
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Additional Team Members:
Sharon Jones
Senior Associate
(705) 725-4742
sharon_jones@scotiamcleod.com
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