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Dean Morrison
Senior Investment Executive |
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Phone
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(905) 896-6212
(905) 896-6474 |
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Email
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dean_morrison@scotiamcleod.com |
| I provide my clients with a tailored investment plan that will achieve their long term goals while managing the short term risks. |
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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 process, called The Unique Risk Management Program, that is focused on long term performance while managing short term risk. Through this systematic process, I develop, discuss and proactively manage an appropriate financial strategy to reach my clients' personal goals. This Program is an ongoing guide for my monitoring of their invesment portfolio and my advice on achieving their overall financial strategy.
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Service Approach
My clients can rely on ready access to quality information and trusted advice to ensure their financial plan is on track to achieve their goals. This is supported with a personal client service agreement that I develop with each client. A focus of my ongoing service is to help my clients understand key financial issues through one-on-one discussions, regular reviews, and personalized advice.
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Trusted Advice
Clients will draw on my experience as a Senior Investment Executive at ScotiaMcleod since 1990 to solve client issues and recognize opportunities.
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Mailing Address
90 Burnhamthorpe Rd.
Suite 1400
Mississauga ON
L5B 3C3
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Additional Team Members:
Melanie Czeban
Investment Associate
(905) 896-6465
melanie_czeban@scotiamcleod.com
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