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Noreen Mejias MBA, CFP, CIM, FCSI
Financial Planner |
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Phone
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(613) 788-6305
(613) 782-6737 |
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Email
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noreen_mejias@scotiamcleod.com |
| I help create for my clients a financial strategy that fits their values, goals and desired lifestyle. Knowing that you are achieving your goals, fulfilling your lifestyle and enjoying a successful, healthy financial life, can give you the confidence and peace of mind you deserve. |
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We believe that no financial decisions should be made outside the context of a comprehensive written financial plan. It does not have to be complicated. Operating from a plan and keeping things simple are key elements in our approach, because the plan has to support giving you the kind of life that you really want. We first start by working through a financial road map process, which provides you with a clear perspective or framework so that making financial choices becomes simpler. Once you have a financial road map, you can then write a financial plan to align your financial choices with your goals and personal core values. The result is a financial strategy and a relationship with a trusted advisor that enhances your quality of life.
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Investment Philosophy and Process
Worthwhile goals take time and planning to reach. To bring my clients' long-term goals closer, I help them analyze their current financial situation and create a consolidated, cohesive financial strategy. Over time, I work with them to implement strategies to take care of their investment, income and asset protection, will and estate planning, banking, and borrowing needs. On a regular basis, I review the progress my clients are making towards their goals and make whatever adjustments are required to their overall plan.
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Service Approach
My long-term approach to investment planning also extends to my client relationships with an emphasis on building relationships for life. Iâve helped my clients implement and maintain customized plans that recognize their evolving financial situations, through one-on-one meetings, regular reviews, and ongoing personal advice. I draw on the depth of resources of ScotiaMcLeod and Scotiabank to offer a full range of financial services to my clients.
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Trusted Advice
Trusted advice is the cornerstone of my business. The industry-leading expertise and personalized solutions I deliver to my clients are the basis of that trust, and of our mutual success.
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
350 Albert Street
Suite 2100
Ottawa, ON
K1R 1A4
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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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