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Paul White
Director, Investment Executive |
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Phone
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(613) 782-6719
(613) 782-6747 |
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Email
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paul_white@scotiamcleod.com |
| My approach to investing is based on the premise that every investment you make must take into account your personal goals and circumstances. Whatever your objective - retirement, new home or cottage, education savings, capital preservation - I'll help you assess a variety of alternatives before recommending a course of action that's suitable for you. Helping you select the investments that are right for you is a responsibility I take seriously. |
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I have been an advisor with ScotiaMcLeod since 1986. During this time, I have benefited greatly from meeting and getting to know clients of all ages with a variety of investment objectives. This experience has given me a certain and valuable perspective when meeting with new clients. I am a native of Ottawa, married and have two children. I enjoy skiing with my family and friends in the winter and summers at my cottage in the Gatineau Hills.
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Investment Philosophy and Process
Before we begin your investment program, I will spend some time with you in order that I understand your personal circumstances, needs and your future goals and objectives. 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. However you choose to invest, I will keep you informed of your progress at all times through regular reports and open dialogue.
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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
I have the commitment and depth of resources at ScotiaMcLeod to provide my clients with peace of mind through ongoing trusted advice and personalized solutions.
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.
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Mailing Address
Constitution Square
350 Albert Street, Suite 2100
Ottawa ON K1R 1A4
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Additional Team Members:
Gail Stewart
(613) 782-6725
gail_stewart@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 Investment Executives are acting as Life Underwriters representing ScotiaMcLeod Financial Services (Ontario) Inc. |
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