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Joe Jefferies
Branch Manager Director
Financial Services |
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Phone
Fax
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(613) 271-6611
(613) 271-6626 |
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Toll Free
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1-877-727-8827 |
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Email
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joe_jefferies@scotiamcleod.com |
| My team and I have been advising clients on Financial
Planning and Portfolio Management for over 14 years. Our
goal is to understand our clients situation and design strategies to meet their goals and objectives. |
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Investment Philosophy and Process
To help my clients achieve their goals with greater peace of mind, I adhere to a disciplined investment philosophy that is focused on long term performance while managing risk. Through a systematic process, I develop, discuss and document an appropriate financial strategy to reach my clients’ personal goals. This plan is an ongoing guide for my monitoring of their investment portfolio and my advice on achieving their overall financial strategy.
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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’ve 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
I have the commitment and depth of resources at ScotiaMcLeod to provide my clients with peace of mind through ongoing trusted advice and personalized solutions.
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
250-505 March Road
Kanata, ON
K2K 2M5
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Additional Team Members:
Nancy Kohli
Investment Associate
(613) 271-6692
nancy_kohli@scotiamcleod.com
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