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After graduating from the University of Guelph with a Bachelor of Science I had a successful management career in commercial credit with Scotiabank for 7 years, prior to joining ScotiaMcLeod. Since that time I have completed the Professional Financial Planning course from the CSI. My experience and education gives me the ability to understand the needs of my clients and employ strategies to see that they are met.
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Investment Philosophy and Process
Understanding the unique needs and goals of my clients is the key to developing personal financial plans and providing innovative professional advice. Where clients are today and where they want to be in the future is what I need to know. Each investor has their own unique situation, therefore, I provide solutions which are the best possible fit for my clients.
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Service Approach
A commitment to regular contact is necessary in meeting the needs of my clients. I like to develop a good understanding of how often they want to hear from me. It is not enough to be a good financial advisor, clients need to know when I have reviewed their portfolio and what I am thinking. Regular contact is important to build successful long-term relationships and to ensure my clients have peace of mind.
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Trusted Advice
My commitment to product knowledge and education ensures that the best available strategies, resources, and investments are employed for my clients. There are many different financial solutions in the market, it is my duty to understand them and utilize the most appropriate ones. My most important responsibility is to my clients and they deserve to have access to the investments that meet their needs.
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Mailing Address
250-505 March Road
Kanata, ON
K2K 2M5
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Additional Team Members:
Judy O'Dell
Senior Administrative Associate
613-271-6630
judy_odell@scotiamcleod.com
Christine Godding
Administrative Associate
613 271-6628
christine_godding@scotiamcleod.com
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Business Links:
ScotiaMcLeod is not responsible for external websites linked to from ScotiaMcLeod.com.
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