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Phone
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(403) 298-4000
(403) 298-7811 |
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Email
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firstname_lastname@scotiamcleod.com |
| Robert Bietz, Associate Director, Wealth Management and Rob Gray, Associate Director, Wealth Management help their clients achieve peace of mind by providing trusted advice and personalized solutions to meet their financial goals. |
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We are ScotiaMcLeod advisors within the Scotia Private Client Group Centre in Calgary. 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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Investment Philosophy and Process
Worthwhile goals take time and planning to reach. To bring our clients' long-term goals closer, we help them analyze their current financial situation and create a consolidated, cohesive financial strategy. Over time, we 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, we review the progress our clients are making towards their goals and make whatever adjustments are required to their overall plan.
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Service Approach
Our long-term approach to investment planning also extends to our client relationships with an emphasis on building relationships for life. We have helped our clients implement and maintain customized plans that recognize their evolving financial situations, through one-on-one meetings, regular reviews, and ongoing personal advice. We draw on the depth of resources of ScotiaMcLeod and Scotiabank to offer a full range of financial services to our clients.
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Trusted Advice
Trusted advice is the cornerstone of our business. The industry-leading expertise and personalized solutions we deliver to our clients are the basis of that trust, and of our mutual success.
We are backed by a team of specialists within ScotiaMcLeod, as well as from Scotiabank and Scotia Private Client Group. This allows us to access the required expertise to provide our clients with a comprehensive financial strategy that addresses all of their needs and goals.
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Mailing Address
Suite 300
119 6th Avenue SW
Calgary, AB T2P 0P8
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Additional Team Members:
Petra Kelly
Senior Associate
(403)298-4033
petra_kelly@scotiamcleod.com
Kimberley Jones
Senior Associate
(403)298-4011
kimberley_jones@scotiamcleod.com
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All insurance products are sold through ScotiaMcLeod Financial Services Inc. ScotiaMcLeod Financial Services 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 Life Underwriters representing ScotiaMcLeod Financial Services Inc. |
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