 |
|
|
|
|
 |
Mitchel Robinson, MA, MBA, CFA
Wealth Advisor |
|
 |
 |
 |
Phone
Fax
|
(905) 796-5018
(905) 450-6343 |
|
|
|
|
Email
|
mitchel_robinson@scotiamcleod.com |
| I help my clients achieve peace of mind by providing trusted advice and personalized solutions to meet their financial goals. |
|
|
|
|
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.
|
|
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.
|
|
Trusted Advice
I provide my clients with proven industry-leading expertise and the personalized solutions to help make their financial goals a reality.
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.
|
|
Mailing Address
1 Nelson St W
Brampton ON L6X 3E4
|
|
|
Additional Team Members:
Laura Natale
Administrative Associate
(905) 796-5031
laura_natale@scotiamcleod.com
|
|
|
|
|
