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Robert Havill
Wealth Advisor |
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Phone
Fax
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(514) 428-8408
(514) 428-8428 |
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Email
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robert_havill@scotiamcleod.com |
| Helping people feel confident and secure with their investment strategy by providing trusted advice, developing personalized financial solutions, and building long-term relationships. |
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Upon graduating from the University of New Brunswick with a degree in Business Administration, I joined the paper distribution industry, and remained there for 23 years. I am married with 3 children, aged 15 to 22.
Having held a variety of positions from sales representative to vice-president to owner, I feel I offer a different perspective than the "traditional" Investment Executive. My extensive business experience, education and training, along with the lessons learned from "raising" a family, have given me the ability to see the "big picture" for my clients. By truly understanding their needs, I can help them realize their objectives, and live their dreams.
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Investment Philosophy and Process
My philosophy is not just to invest my client's money, but to "manage" it. To run a successful business you must manage all your assets, whether facilities, inventory and receivables, or stocks, bonds and G.I.C.'s, in a dynamic and ever-changing environment. You must be able to react to both unforeseen and forecasted events, such that you minimize risk and maximize returns.
My business background has taught me the importance of understanding all aspects of my clients current financial situation, their risk profile, where they want to be in the future, and the need for a comprehensive solution to get them there.
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Service Approach
After taking the time to fully understand the individual needs, risk tolerance, and objectives of my clients, I will establish the appropriate asset allocation and subsequent investments. Perhaps the most critical step, though, is from this point forward. On-going service, from the monitoring and re-balancing of portfolios, to constantly evaluating the changing needs and objectives of my clients is imperative. Regular contact and review will be the cornerstone of my client commitment.
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Trusted Advice
Being an Investment Executive demands continuous effort in product knowledge training and education to keep pace with current trends and opportunities. The "value-added" service is derived from ScotiaMcLeod's depth of resources and world class expertise. Together, we are able to provide my clients with "best-in-class" advice, products, and portfolio management.
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Mailing Address
620 Saint Jean Blvd.
Suite 102
Pointe-Claire, QC H9R 3K2
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Additional Team Members:
Agnes Beri
Administrative Associate
514-428-8429
agnes_beri@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 (Quebec) Inc. ScotiaMcLeod Financial Services (Quebec) 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 Financial Security Advisors representing ScotiaMcLeod Financial Services (Quebec) Inc. |
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