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Larry Wheeler
Senior Wealth Advisor |
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Phone
Fax
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(250) 389-2139
(250) 389-2135 |
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Email
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larry_wheeler@scotiamcleod.com |
| We deliver professional investment counsel to clients who are looking for a secure financial future. We believe personalized financial solutions and trusted advice will help our clients achieve peace of mind. |
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We are a team of Investment Management Consultants. Larry Wheeler, Mark Stoker and Karen King. We consult for high net worth individuals, corporations and business owners. Our team of world class specialists is focused on helping clients achieve their financial goals and objectives. You will find no one who will care more or work harder in helping you to realize a secure financial future.
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Investment Philosophy and Process
We use a disciplined investment process, based on the clients big picture, to construct custom investment portfolios which address all the investment values important to each client.
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Service Approach
Our commitment to you is to provide premium service at all times, through straightforward, honest and unbiased financial advice. Our disciplined portfolio management style is focused on your unique personal situation.
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Trusted Advice
Building strong relationships is at the heart of our business philosophy. And providing ongoing, trusted advice is our guiding principal as we help you meet your financial goals.
I am backed by a team of specialists within ScotiaMcLeod, as well as from Scotiabank and Scotia Private Client Group. This allows me to access the required expertise to provide my clients with a comprehensive financial strategy that addresses all of their needs and goals.
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Mailing Address
Suite 400-1803 Douglas Street
Victoria BC V8T 5C3
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Additional Team Members:
Mark Stoker
Senior Wealth Advisor
(250) 389-2121
mark_stoker@scotiamcleod.com
Karen King
Administrative Associate
(250) 389-2160
karen_king@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 Financial Planners are acting as Life Underwriters representing ScotiaMcLeod Financial Services Inc. |
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