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As an Investment Executive in the Kanata office, Renaldo brings 7 years of in-dept knowledge of markets and economy. His education has provided him with a Bachelor of Commerce, specializing in Finance. He has completed the first level of the Chartered Financial Analyst, (CFA) program, as well as completing the Canadian Securities Course (CSC) Canadian Options Course (COC) and has the Professional Financial Planner (PFP) designation and is a life underwriter.
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Investment Philosophy and Process
Determining your unique financial goals requires a personal approach.
Renaldo's method to investing and estate building is based upon:
- Listening and understanding his clients needs
- Ongoing monitoring of portfolio performance and client situation
- Regular client contact
- Quality research and analysis
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Service Approach
My Commitment To You
We are responsible for assisting you in forming an appropriate financial and estate plan based on your particular needs, objectives and risk profile.
This includes advice and service regarding:
- A comprehensive financial discovery culminating in the formation of an Investment Policy Statement
- Recommendation of an appropriate strategic asset allocation strategy
- Portfolio design and security selection which are specific to your personal objectives
- Ongoing monitoring and periodic rebalancing of your portfolio
- Regular contact, meetings and reports to review your portfolio
We will use the following criteria to make recommendations for your portfolio:
- The fit of the proposed investment with your overall investment goals and other portfolio holdings
- Objective assessment of security risks and rewards
- The investment style and discipline of fund managers of any proposed funds
- advice with integrity.
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Trusted Advice
Renaldo's clients have come to appreciate the comprehensive financial advice he provides in every stage of their lives through his six-step process, from retirement and financial planning, to making sure their tax and estate matters are considered.
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Mailing Address
505 March Road
Suite 250
Kanata, ON
K2K 2M5
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Additional Team Members:
Charlene Woodley
Administrative Associate
(613) 271-6618
charlene_woodley@scotiamcleod.com
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Business Links:
ScotiaMcLeod is not responsible for external websites linked to from ScotiaMcLeod.com.
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