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Connie Simone
Senior Wealth Advisor |
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Phone
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(519) 560-4060
(519) 258-2303 |
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Email
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connie_simone@scotiamcleod.com |
| I help my clients achieve their financial goals by providing concrete, individually tailored solutions that give proper consideration to all their financial needs. |
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Connie Simone, a partner in the Malicki, Simone and White Group, specializes in working with clients to implement strategies for their income and asset protection, and Will and Estate Planning. This begins with understanding and analyzing each clients's current financial situation and results in a consolidated, cohesive financial strategy. Connie has been a financial service professional over 20 years. Before joining ScotiaMcLeod in 1998 she held a number of senior positions at a leading Canadian trust company. A graduate of St Clair College, Connie services on the board as Vice President for CIBPA (Canadian Italian Business and Professional Assocation of Windsor) and is a member of the Windsor Symphony Volunteer Assocation.
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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
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. This is supported with a personal client service agreement that I develop with each client. A focus of my ongoing service is to help my clients understand key financial issues through one-on-one discussions, regular reviews, and personalized advice.
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Trusted Advice
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.
Together with my team of experts, I have the depth of resources and expertise to support all your financial needs:
- Wealth Planning
- Estate Planning
- Retirement Planning
- Insurance or Asset Protection
- Fee Based management
- RRSP Accounts
- Foundations
- Corporations
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Mailing Address
380 Ouellette Avenue
Suite 400
Windsor, ON N9A 6X5
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Additional Team Members:
Richard Malicki
Director, Wealth Management
Senior Wealth Advisor
519-560-4059
richard_malicki@scotia-mcleod.com
Sean White
AD, Wealth Management
Senior Wealth Advisor
519-560-4061
sean_white@scotiamcleod.com
Denise Barlow
Senior Associate
519-560-4062
denise_barlow@scotiamcleod.com
Wendy Brimner
Administrative Associate
519-560-4063
wendy_brimner@scotiamcleod.com
Aaron Brown
Investment Associate
519-560-4064
aaron_brown@scotiamcleod.com
Roberto DiGregorio
Administrative Assistant
519-560-4070
roberto_digregorio@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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