|
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.
|
|
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.
|
|
Trusted Advice
I provide my clients with proven industry-leading expertise and the personalized solutions to help make their financial goals a reality.
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.
|
|
Mailing Address
148 Fullerton Street
Suite 1801
London, ON
N6A 5P3
|
|
|
Additional Team Members:
Debby Crux
Senior Associate
(519) 660-3261
deborah_crux@scotiamcleod.com
|
