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Jonathan Rigby
Senior Wealth Advisor |
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Phone
Fax
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(519) 740-4308
(519) 740-4303 |
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Email
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jonathan_rigby@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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Jonathan is a ScotiaMcLeod Associate Director of Wealth Management and Senior Advisor within the Scotia Private Client Group Centre in Kitchener. Scotia Private Client Group provides customized financial solutions for clients whose situation has become more complex, requiring specialized services including investments, private banking and estate and trust services.
Jonathan joined ScotiaMcLeod in 1995 and
presently manages in excess of $200 million of client assets. Jonathan's management style emphasizes Conservative Growth Investment concentrating on Blue Chip Stocks, First Quality bonds and Preferred Shares to assist his clients in identifying and achieving their financial Goals. He measures his success by the quality of his client relationships and their confidence in his advice.
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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 clients' 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 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, 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
For written enquiries:
150 Water St S., Suite 102
Cambridge ON N1R 3E2
To visit us in person:
101 Frederick St., 10th Floor
Kitchener ON N2H 6R2
or
150 Water St S., Suite 102
Cambridge ON N1R 3E2
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Additional Team Members:
Valerie Hiller
Investment Associate
(519) 740-4306
valerie_hiller@scotiamcleod.com
Kristen McQuiggin
Investment Associate
(519) 740-3972
kristen_mcquiggin@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 Investment Executives are acting as Life Underwriters representing ScotiaMcLeod Financial Services (Ontario) Inc. |
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