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Jessica Smith-Chard
Wealth Advisor |
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Phone
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(416) 862-3882
(416) 945-4460 |
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Email
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jessica_smith@scotiamcleod.com |
| We are an investment consulting group that helps families with their investment counseling. When you work with Smith and Associates at ScotiaMcLeod, you can be comfortable in the knowledge that the team managing your wealth can provide the expertise and attentiveness that your investments deserve. |
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Investment Philosophy and Process
Our goal is to maximize client returns at mutually agreed and clearly defined levels of risk. It is our job to educate you on the risks of investing and together construct a portfolio that will meet your return objectives within the parameters of your personal risk tolerance.
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Service Approach
Trust is the most important factor in a successful relationship. We are committed to providing our clients with objective analysis, professional advice, and exceptional service.
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Trusted Advice
We provide honest and objective advice in all investment decisions. As a team we are committed to always making recommendations to our clients that are solely in the interest of, and to the benefit of, our clients.
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Mailing Address
1235 North Service Road West
Suite 200
Oakville, ON
L6M 2W2
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Additional Team Members:
John C. Smith
Wealth Advisor & Director, Wealth Management
(416) 863-7632
john_smith@scotiamcleod.com
Dawn Scarrow
Administrative Associate
(416) 863-7679
Jill Knowles
Administrative Associate
(416) 863-7973
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