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Investment Philosophy and Process
I am committed to a conservative portfolio approach that is aligned with your personal risk profile and the required investment
returns to meet your goals. I establish and deliver on your personal plan through a disciplined process. Through this process I
closely monitor your portfolio and advise you on the required actions to keep it on track to meet your long-term goals.
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Service Approach
My clients can rely on ready access to quality information and trusted advice to ensure their financial plan is on track to achieve
their goals. This is supported with a personal client service agreement that I develop with each client. A focus of my ongoing
service is to help my clients understand key financial issues through one-on-one discussions, regular reviews, and personalized
advice.
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Trusted Advice
I provide my clients with proven industry-leading expertise and the personalized solutions to help make their financial goals a
reality.
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Mailing Address
148 Fullerton Street
Suite 1801
London, ON
N6A 5P3
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Additional Team Members:
Brenda Harris, PFP
Administrative Associate
(519)842-2147
brenda_harris@scotiamcleod.com
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