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Chris Leslie C.A.
Wealth Advisor |
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Phone
Fax
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(613) 782-6728
(613) 782-6747 |
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Email
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chris_leslie@scotiamcleod.com |
| I help my clients achieve peace of mind by providing trusted advice and personalized solutions to meet their financial goals. |
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Chris received his Bachelor of Commerce degree from Carleton University in 1990. He joined an international accounting firm and attained the designation of Chartered Accountant in 1993. He remained with the firm until 1995 and then joined a local technology company in a corporate finance role. Chris joined ScotiaMcLeod as an Investment Executive in 1997 and he draws on his experience as a Chartered Accountant to assist his clients in managing their family wealth.
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Investment Philosophy and Process
I am committed to a conservative portfolio approach that is aligned with your personal risk profile and the required investment returns to meet your goals. I establish and deliver on your personal plan through a disciplined process. Through this process I closely monitor your portfolio and advise you on the required actions to keep it on track to meet your long-term goals.
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Service Approach
My long-term approach to investment planning also extends to my client relationships with an emphasis on building relationships for life. I've 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. I am backed by a team of specialists within ScotiaMcLeod that allows me to access the expertise required to provide my clients with a comprehensive financial strategy that addresses all of their needs and goals.
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Mailing Address
350 Albert Street
Suite 2100
Ottawa ON K1R 1A4
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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 Investment Executives are acting as Life Underwriters representing ScotiaMcLeod Financial Services (Ontario) Inc. |
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