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I joined ScotiaMcLeod in 1973 and trained in our Toronto office for ten months before coming to Edmonton in 1974. I have an Honours BA in Business from the Ivey School of Business (University of Western Ontario). I am also a Fellow of the Canadian Securities Institute. I have been involved with United Way for 20 years, most recently as Chair of the Leadership Division.
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Investment Philosophy and Process
I am committed to a portfolio management approach for high net worth individuals that is aligned with their personal risk profile and the required investment returns to meet their goals. I establish and deliver on their personal plan through a disciplined process. Through this process I closely monitor the portfolio and advise clients on the required actions to keep it on track to meeting their long-term goals.
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Service Approach
My long-term approach to portfolio management also extends to my client relationships with an emphasis on building relationships for life. Iâve helped my clients implement and maintain customized plans that recognize their evolving financial situations, through one-on-one meetings, regular reviews, and ongoing personal advice. I draw on the depth of resources of ScotiaMcLeod and Scotiabank to offer a full range of financial services to my clients.
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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
Suite 2000 Bell Tower, 10104 - 103 Avenue
Edmonton, AB T5J 0H8
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Additional Team Members:
Beverly Haines
Investment Associate
(780) 497-3219
beverly_haines@scotiacmcleod.com
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