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Gord McIntyre
CFP, CIM, FCSI
Financial Planner |
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Phone
Fax
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(613) 967-8401
(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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gord_mcintyre@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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I joined the Belleville branch of ScotiaMcLeod in 2001 with over twenty five years of experience in the financial industry. I have held senior positions within the Scotiabank Group, including Personal Investment Manager and Director of Scotia Discount Brokerage. I have a Bachelor of Arts in Economics from the University of Waterloo as well as designations of Certified Financial Planner, Certified Investment Manager and Fellow of the Canadian Securities Institute. I have recently formed a business partnership with Jennifer Tretina to serve our clients best interests. In working as a team we can offer the best of our combined talents, experience and abilities, effectively doubling our customer service committment to better serve our clients. I enjoy being active in the community. I am President of the Belleville YMCA, and I have taught the Certified Financial Planners course at Loyalist College. As parents of three daughters, Marg and I enjoy participating in the many activities in which our daughters have shown interest.
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Investment Philosophy and Process
Every investor has unique circumstances, and requires a financial plan tailored to meet their particular investment, insurance or estate needs. Creating a partnership with our clients is very important. This partnership evolves around our "need to know" and our client's "willingness to share". It involves tax, insurance and estate planning. With a clear understanding of their overall needs, we are able to create a customized portfolio designed to meet their financial objectives. Occasionally, a potential client may be hesitant to share certain information. In this case, we would be reluctant to accept their business, knowing we could not provide proper advice for their financial situation.
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Service Approach
Teamwork is a key component in our office. Our clients should never be forced to converse with an answering machine. If Jennfier, Michelle or myself are temporarily unavailable, the other members of our team are happy to help. With many resources available to us, we take pride in providing the most current products and information necessary to make informed recommendations for our clients.
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Trusted Advice
Trust is the most important factor in any kind of relationship. We believe that open communication is the key to trust. We like to meet with our clients on a regular basis to review their investments, and to help ensure their investment objectives are consistently being achieved. Our team is always available for consultation and assistance.
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 Street 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 Gord 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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