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Raffael Della Vecchia, C.A.
Financial Planner |
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Phone
Fax
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(514) 428-8418
(514) 428-8428 |
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Email
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raffael_della_vecchia@scotiamcleod.com |
| Helping clients feel secure about their future by providing trusted
advice and tax efficient personalised investment strategy and
solutions. |
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As a C.A. and Financial Planner with over 20 years of financial experience acquired in professional practice and with two of Canada's largest financial institutions, I am well positioned to provide my clients with total financial solutions. My investment philosophy is to apply the principle of sound professional judgement and prudent financial management. The investment strategy and the programs recommended will be carefully developed to meet clients' personal preferences and objectives within their risk tolerance levels.
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Investment Philosophy and Process
My investment philosophy is to apply the principle of sound professional judgement and prudent financial management. The investment strategy and the programs recommended will be carefully developed to meet clients' personal preferences and objectives within their risk tolerance levels. 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. I have 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
Total Financial Solutions: 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
620 St-Jean boulevard
Suite 102
Pointe-Claire (Quebec)
H9R 3K2
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Additional Team Members:
Paolo Zaccheo, B.A.A.
Administrative Associate
(514) 428-8422
paolo_zaccheo@scotiamcleod.com
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Business Links:
ScotiaMcLeod is not responsible for external websites linked to from ScotiaMcLeod.com.
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All insurance products are sold through ScotiaMcLeod Financial Services (Quebec) Inc. ScotiaMcLeod Financial Services (Quebec) 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 Financial Security Advisors representing ScotiaMcLeod Financial Services (Quebec) Inc. |
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