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Stephen Lehman has over 15 years experience in the investment industry, all with ScotiaMcLeod. Stephen believes in matching investments to the client's needs, always keeping risk parameters in mind. Stephen believes that a portfolio should be well diversified and actively managed. The investment team consists of Stephen and Michael Jordan. Michael joined ScotiaMcLeod in 2004, previous experience includes Scotia Retail Banking.
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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 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 portfolio reviews, market & economic updates via email along with personalized advice.
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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.
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Mailing Address
Suite 1001
55 King Street West
Kitchener, ON
N2G 4W1
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Additional Team Members:
Michael Jordan
Senior Associate
(519) 571-3727
michael_jordan@scotiamcleod.com
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Business Links:
ScotiaMcLeod is not responsible for external websites linked to from ScotiaMcLeod.com.
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