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Steve Peacock has been an Investment Executive in the North Toronto Branch of ScotiaMcLeod since 1993. He is a Certified Investment Management Analyst (CIMA), a member of the Investment Management Consultants Association (IMCA), has been a member of the President's Council and has received the Austin Taylor award for excellence within the Financial Industry. Prior to joining ScotiaMcLeod, Steve spent 5 years working for a multinational corporation followed by over 15 years as a partner in a smaller firm. Steve is actively involved within the community through his work on various committees and charitable organizations.
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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.
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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
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
4950 Yonge Street
Suite 1200
North York ON M2N 6K1
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Additional Team Members:
Helen Bokser
Investment Associate
(416)226-7400
helen_bokser@scotiamcleod.com
www.speacock.ca
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Business Links:
ScotiaMcLeod is not responsible for external websites linked to from ScotiaMcLeod.com.
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