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Jacques Maurice
Director, Wealth Management & Senior Wealth Advisor |
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Phone
Fax
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(514) 287-3621
(514) 287-3641 |
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Email
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jacques_maurice@scotiamcleod.com |
| We have made a commitment of excellence in everything we do. We simply believe that quality creates quality. Our goal is to provide our clients with superior investment advice in order to build long term relationships based on trust and satisfaction of service. |
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A graduate of the University of Montreal in Finance, I joined ScotiaMcLeod in 1975. In 1993, the Investment Dealers Association of Canada recognized my achievements and gave me the Distinction Award for the best Investment Executive in Canada.
My clients' asset currently exceed $2.6 billion. Over the years, I have surrounded myself with highly skilled Wealth Advisor and Associates in order to provide my clients with exceptionnal service for which we are renowned.
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Investment Philosophy and Process
Integrity: Above all else comes integrity. We will endeavour to maintain confidentiality regarding all business and personal matters and give you honest, objective advice.
Knowledge: It is our job to be consistently up to date in order to help you be more informed. You can expect us to remain committed to life-long learning, apply new innovations to your investment process and portfolio composition, inform you about the realities and history of capital markets, and manage risk in providing the most effective asset allocations.
Prudent Judgement: Creating and managing intergeneration wealth is a profound responsibility. We will exercise prudent judgement and emphasize quality in your portfolio by recommending the most appropriate investments, proactively manage portfolio risk, and provide regular portfolio monitoring.
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Service Approach
You expect and deserve exceptionnal service at all times. We will succeed in returning your calls and emails promptly, caring about you personally and anticipating your needs, exceeding your expectations, and giving you online access to your accounts.
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Trusted Advice
You're looking for tremendous value in return for bestowing your trust. We will work hard to provide you with superior advice and service, supplement our expertise with that of our professional analysts and advisors, monitor and report portfolio performance on a regular basis.
Total Financial Solutions: I am a ScotiaMcLeod advisor within the Scotia Private Client Group Centre in Montreal. Scotia Private Client Group provides customized financial solutions for clients whose situation has become more complex, requiring specialized services including investments, private banking and estate and trust services.
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Mailing Address
1002 Sherbrooke Street West
Suite 300
Montreal, QC
H3A 3L6
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Additional Team Members:
Caroline Hild, Senior Wealth Advisor
514-287-4565
caroline_hild@scotiamcleod.com
Investment Associates:
Marc-Antoine Saad, 514-287-4963
marc-antoine_saad@scotiamcleod.com
Lynne Turner, 514-287-3653
lynne_turner@scotiamcleod.com
Nathalie Guyon, 514-287-4598
nathalie_guyon@scotiamcleod.com
Linda Le Duc, 514-287-3229
linda_leduc@scotiamcleod.com
Louiza Aleksanian 514-287-4581
louiza_aleksanian@scotiamcleod.com
Administrative Associates:
Lina Lascelle, 514-287-3639
lina_lascelle@scotiamcleod.com
Mary Perenne, 514-287-3691
mary_perenne@scotiamcleod.com
Palmina Baronello, 514-287-3664
palmina_baronello@scotiamcleod.com
Danielle Nguyen, 514-287-8976
danielle_nguyen@scotiamcleod.com
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All insurance products are sold through ScotiaMcLeod Financial Services (Quebec) Inc. ScotiaMcLeod Financial Services (Quebec) Inc. is an insurance subsidiary of Scotia Capital Inc., a member of the Scotiabank Group. When discussing Life Insurance Products, ScotiaMcLeod Investment Executives are acting as Financial Security Advisors representing ScotiaMcLeod Financial Services (Quebec) Inc. |
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