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Lorna J Cross-Verhun
Financial Planner |
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Phone
Fax
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(780) 420-2271
(780) 497-3228 |
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Email
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lorna_cross@scotiamcleod.com |
| I am committed to growing your wealth without taking undue risks by truly understanding your unique needs situation and goals. I will endeavor to build a relationship for life with you on a solid foundation of trust and respect. |
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I have been working in the financial industry since 1984 and have extensive knowledge of investing, banking and borrowing. I have been with the Scotiabank Group since 1998. Before joining ScotiaMcLeod as a Financial Planner, I was a Personal Investment Manager at Scotiabank serving the needs of affluent clients in the Edmonton Commercial Banking Centre. As an ongoing initiative to expand my industry knowledge, I completed the Professional Financial Planning Course, the Canadian Securities Course and Insurance Level 1 and 2.
With my husband Joe, I live in the country near Leduc, Alberta and work with select clients in Edmonton and surrounding areas. I enjoy spending time with my family, gardening and golfing. I also enjoy attending rodeo competitions throughout the year and supporting Joe in his Team Roping event.
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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 clientsâ 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
Trust is the most important factor in a successful advisor/client relationship. I am committed to providing my clients with objective analysis, professional advice, and prompt service on the financial issues that are of importance to them.
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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.
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
Suite 2000
10104 - 103rd Avenue
Edmonton, Alberta T5J 0H8
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Business Links:
ScotiaMcLeod is not responsible for external websites linked to from ScotiaMcLeod.com.
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