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Gary S. Milrad
Investment Executive & Director, Financi |
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Phone
Fax
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(416) 862-3121
(416) 862-3244 |
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Toll Free
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1-888-774-1444 |
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Email
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gary_milrad@scotiamcleod.com |
| Our Core Purpose is to help our clients achieve peace of mind by
providing trusted advice and personalized solutions to meet their
financial goals. We are committed to using a conservative, value-based
approach, with the ultimate goal of capital appreciation and income
while always focusing on the preservation of capital. Our investment
management process is based upon absolute, and not relative, returns. |
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Investment Philosophy and Process
For each of our clients, we strive to deliver stable, long term returns
with a strict focus on asset allocation. We believe that the asset
allocation process is as important in determining long-term portfolio
performance as the ability to select individual securities. We understand
that high net worth individuals have worked hard throughout their lives
to accumulate wealth and it is our responsiblility to preserve it and
grow it in accordance with the unique circumstances of each client. Our
goal is to follow a disciplined strategy that starts with our first meeting
and never ends. We work with you on a continual basis with as much,
or as little, contact as you would like. As we cannot manage money on
a discretionary basis, you will always be contacted before any order is
executed for your account.
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Trusted Advice
We aim to be your first financial phone call: By using our team of
specialists we can help you achieve your specific goals and objectives.
We aim to provide you with the best quality service. We are backed
by a team of specialists within ScotiaMcLeod, as well as from
Scotiabank and Scotia Private Client Group. This allows us to access
the required experise to provide our clients with a comprehensive
financial strategy that addresses all of their needs and goals.
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Mailing Address
40 King St W.
48th Floor
Scotia Plaza
Toronto, ON
M5H 3Y2
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Additional Team Members:
Cecilia Mckay
Administrative Associate
(416)945-5293
cecilia_mckay@scotiacapital.com
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