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Vivek Jaitly
Financial Planner |
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Phone
Fax
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(416) 296-2642
(416) 296-2640 |
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Email
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vivek_jaitly@scotiamcleod.com |
| I help my clients achieve peace of mind by providing trusted advice and personalized solutions to meet their financial goals. |
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I have been working in the financial services industry for over 15 years. I have completed the Investment Funds in Canada Course offered by The Institute of Canadian Bankers, and the professional financial planning course from the Canadian Securities Institute (CSI). I hold three designations offered by the CSI - The Canadian Investment Manager (CIM), Financial Managment Advisor (FMA) and Fellow of the Canadian Securities Institute (FCSI), which is one of the highest honours awarded by the CSI. My experience and education gives me the ability to understand the needs of my clients and employ strategies to help ensure that they are met. As your ScotiaMcLeod advisor, my goal is to bring together a team of professionals to provide you with the total expertise and solutions you require to help you reach your overall financial objectives.
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Investment Philosophy and Process
Worthwhile goals take time and planning to reach. To bring my clients' long-term goals closer, I help them analyze their current financial situation and create a consolidated, cohesive financial strategy. Over time, I work with them to implement strategies to take care of their investment, income and asset protection, will and estate planning, banking, and borrowing needs. On a regular basis, I review the progress my clients are making towards their goals and make whatever adjustments are required to their overall plan.
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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. Iâve 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 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
300 Consilium Place
Suite 101
Scarborough, ON
M1H 3G2
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Additional Team Members:
Barb Kerr
(416) 296-2605
barb_kerr@scoitamcleod.com
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Business Links:
ScotiaMcLeod is not responsible for external websites linked to from ScotiaMcLeod.com.
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All insurance products are sold through ScotiaMcLeod Financial Services (Ontario) Inc. ScotiaMcLeod Financial Services (Ontario) Inc. is an insurance subsidiary of Scotia Capital Inc., a member of the Scotiabank Group. When discussing Life Insurance Products, ScotiaMcLeod Financial Planners are acting as Life Underwriters representing ScotiaMcLeod Financial Services (Ontario) Inc. |
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