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Risk management and respect for financial objectives are cornerstones in the investment field. Over the last ten years, I have directed my efforts towards these fundamental aspects. Indeed, my Bachelor's degree with an option in finance, my specialized training at the Montreal Exchange and my credentials as a Canadian Investment Manager (CIM) allow me to manage effectively and prudently.
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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 am committed to providing my clients with peace of mind, through trustworthy advice, solutions adapted to personal financial objectives, and access to the team of specialists at ScotiaMcLeod.
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:
Denise Péloquin
Wealth Advisor & Director, Wealth Management
514-287-3635
denise_peloquin@scotiamcleod.com
Christine Couture
Administrative Associate
514-287-4994
christine_couture@scotiamcleod.com
Nathalie Blais
Administrative Assistant
514-287-4961
nathalie_blais@scotiamcleod.com
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Business Links:
ScotiaMcLeod is not responsible for external websites linked to from ScotiaMcLeod.com.
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