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John Cassio CFA, CFP
Financial Planner |
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Phone
Fax
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(705) 674-8120
(705) 675-2772 |
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Email
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john_cassio@scotiamcleod.com |
| By providing trusted advice and personalized financial solutions, I help my clients make smart decisions about their finances, so they can improve the quality of life for themselves, and their families. |
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As part of the financial services industry since 1989, I bring extensive knowledge and experience to ScotiaMcLeod. I am a Certified Financial Planner and a Chartered Financial Analyst. To better serve my clients, I maintain membership in the Association for Investment Management and Research (AIMR).
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Investment Philosophy and Process
To help my clients achieve their goals with greater peace of mind, I adhere to a disciplined investment philosophy that is focused on long term performance while managing risk. Through a systematic process, I develop, discuss and document an appropriate financial strategy to reach my clientsâ personal goals. This plan is an ongoing guide for my monitoring of their investment portfolio and my advice on achieving their overall financial strategy.
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Service Approach
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
Trusted advice is the cornerstone of my business. The industry-leading expertise and personalized solutions I deliver to my clients are the basis of that trust, and of our mutual success.
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Mailing Address
30 Cedar Street
Suite 802
Sudbury, ON, P3E 1A4
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Additional Team Members:
Jennifer Manarin
(705) 674-8558
jennifer_manarin@scotiamcleod.com
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Business Links:
ScotiaMcLeod is not responsible for external websites linked to from ScotiaMcLeod.com.
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All insurance products are sold through ScotiaMcLeod Financial Services (Ontario) Inc. ScotiaMcLeod Financial Services (Ontario) Inc. is an insurance subsidiary of Scotia Capital Inc., a member of the Scotiabank Group. When discussing Life Insurance Products, ScotiaMcLeod Financial Planners are acting as Life Underwriters representing ScotiaMcLeod Financial Services (Ontario) Inc. |
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