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Jennifer Tretina
Financial Planner |
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Phone
Fax
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(613) 968-2885
(613) 968-2017 |
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Toll Free
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1-800-810-9378 |
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Email
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jennifer_tretina@scotiamcleod.com |
| We help achieve client satisfaction in providing trusted advice and personalized investment and insurance solutions to meet our customer's financial goals. We achieve this by implementing a personalized plan designed by us based on information that the customer provides about their current financial situation. |
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In 1999, I joined ScotiaMcLeod as an Investment Executive. I am a graduate of the University of Ottawa and over the past 7 years I have obtained my Professional Financial Planner and Financial Management Advisor designations, and Insurance licence. I enjoy being active in the community. I am involved with the Belleville Rotary Club and I have been active with the United Way of Belleville and Quinte. I have been involved with various fundraisers over the past seven years including the 2007 YMCA campaining.
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Investment Philosophy and Process
The Investment business is an exciting and challenging profession, but it involves a serious fiduciary responsibility to our clients. With a clear understanding of our clients overall needs we are able to create a customized portfolio designed to meet their financial objectives with a view to tax considerations. A portfolio can be restructured for may reasons including changes in a client's goals or investment objectives.
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Service Approach
Our relationship with our clients is integral to our business. We believe in ensuring our clients understand their investments and objectives. It is essential that clients are comfortable with their portfolios. Life holds enough challenges, without the added burden of financial concerns. Our team shares the same philosophy and commitments to ensure our client's financial needs are met.
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Trusted Advice
We believe our clients deserve the most up to date products and information. To this end, we will continue our on going education in the financial business and utilize the resources from our ScotiaMcLeod Portfolio Advisory Group. This enables us to provide thorough analysis of our client's objectives and goals so that we may continually offer financial planning services designed to meet their needs.
We are backed by a team of specialists within ScotiaMcLeod, as well as from Scotiabank and our Scotia Insurance specialists. 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
46 Front St South
Belleville, ON
K8N 2Y3
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Additional Team Members:
Michelle Randolph, BA, CIM
Investment Associate/Branch Administrator
(613)968-6042
michelle_randolph@scotiamcleod.com
Michelle has been with ScotiaMcLeod for over five years and has worked with Jennifer from the beginning. She has over 10 years of experience in the industry and has completed the Canadian Securities Course and obtained the Certified Investment Manager designation. Along with her duties as an Investment Associate she is also the Branch Administrator.
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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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