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Passion. This word summarizes my career, which began in 1987 at ScotiaMcLeod. With this passion, I have managed the portfolios of my clients for more than 20 years. I devote all my efforts and energies to the protection and the growth of the assets of these affluent families. I am also very active in my community and I support several charities, in particular those that help children, who I hold dear.
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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 long-term approach to investment planning also extends to my client relationships with an emphasis on building relationships for life. I have 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.
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Trusted Advice
I have the commitment and depth of resources at ScotiaMcLeod to provide my clients with peace of mind through ongoing trusted advice and personalized solutions.
Our Commitment
- Establish an investment policy according to your financial objectives;
- Adopt an investment philosophy that is rigorous and aims to reduce and effectively manage risk;
- Review and adjust your portfolio on a regular basis to ensure that our strategy is always on the right track;
- Offer a superior service that places your needs first.
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Mailing Address
1002 Sherbrooke Street West
6th floor
Montreal (Quebec)
H3A 3L6
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Additional Team Members:
François Carrier
Wealth Advisor
514-287-4984
francois_carrier@scotiamcleod.com
Christine Couture
Administrative Associate
514-287-4994
christine_couture@scotiamcleod.com
Kelly Antunes
Administrative Assistant
514-287-4961
kelly_antunes@scotiamcleod.com
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Business Links:
ScotiaMcLeod is not responsible for external websites linked to from ScotiaMcLeod.com.
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