 |
|
|
|
|
 |
Jackie Moore
Wealth Advisor |
|
 |
 |
 |
Phone
Fax
|
(519) 660-3207
(519) 660-3208 |
|
Toll Free
|
1-800-265-1242 |
|
Email
|
jackie_moore@scotiamcleod.com |
| I help my clients achieve peace of mind by providing trusted advice and personalized solutions to meet their financial goals. |
|
|
|
|
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 clients can rely on ready access to quality information and trusted advice to ensure their financial plan is on track to achieve their goals. This is supported with a personal client service agreement that I develop with each client. A focus of my ongoing service is to help my clients understand key financial issues through one-on-one discussions, regular reviews, and personalized advice.
|
|
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.
|
|
Mailing Address
148 Fullarton Street
Suite 1801
London,ON
N6A 5P3
|
|
|
Additional Team Members:
Michael Willemse
(519) 660-3268
michael_willemse@scotiamcleod.com
|
|
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. |
|
|
|
|
