 |
|
|
|
|
 |
David Lloyd, CIM, FCSI
Associate Portfolio Manager |
|
 |
 |
 |
Phone
Fax
|
(250) 389-2140
(250) 389-2135 |
|
|
|
|
Email
|
david_lloyd@scotiamcleod.com |
| As an Associate Portfolio Manager, I specialize in the design and management of long-term investment portfolios for families. |
|
|
|
|
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
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.
|
|
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.
|
|
Mailing Address
Suite 400 - 1803 Douglas Street
Victoria, BC V8T 5C3
|
|
|
Additional Team Members:
Harlene Prach
Administrative Associate
(250) 389-2163
harlene_prach@scotiamcleod.com
David can also be reached at his Edmonton Direct Line (780) 497-3211
|
|
|
|
|
