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Ken W. Jean, MBA, B.Comm
Wealth Advisor
Director, Wealth Management |
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Phone
Fax
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(905) 849-3421
(905) 337-6321 |
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Email
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ken_jean@scotiamcleod.com |
| I help my clients achieve peace of mind by providing trusted advice and personalized solutions to meet their financial goals. |
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Ken joined ScotiaMcLeod in 1988 as an Investment Executive. Ken received his license in 1987. He was appointed Associate Director in 1996, and following that received the appointment of Director in 2002. Ken is fully qualified to provide advice on stocks, bonds, mutual funds, commodities, options and insurance.
Ken graduated with his Masters in Business Administration in 1984, and is an active participant in a number of charitable organizations.
Ryan joined Ken's team in 2007 and has completed his CSC, CPH and WME. Ryan assists Ken by providing ongoing client support and portfolio management.
Agnes joined Ken's team in 2009. She has completed her CSC and CPH. Agnes looks after our clients' daily administrative needs and takes care of individual requests to ensure that every client experience is consistent and rewarding.
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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.
The Discovery: The first meeting with the client is spent to determine short and long term goals, gathering information on the clients personal balance sheet and income statement, and to get an idea of what the client wants for their lifestyle.
The Strategic Plan: This will cover all aspects of the Clients life, this will include day to day goals, and a timeline for their overall vision.
Implementing the Plan: Once the client agrees to all strategies, the plan is implemented, and rebalancing of the portfolios is then done on an ongoing basis.
Annual Review: The client's personal goals and objectives are updated annually.
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Trusted Advice
To provide my clients with a peace of mind through trusted advice and personalized solutions. Over the years, Ken has developed a wide range of expertise in many different investment vehicles. This combined with his experience in working with many different client situations, enables Ken to identify opportunities for clients.
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Mailing Address
305 Church Street,
Suite 100
Oakville, ON
L6J 7T2
1-866-895-0814
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Additional Team Members:
Ryan McInnes
Investment Associate
(905) 849-3422
ryan_mcinnes@scotiamcleod.com
Agnes Urlich
Administrative Associate
(905) 849-3420
agnes_urlich@scotiamcleod.com
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Business Links:
ScotiaMcLeod is not responsible for external websites linked to from ScotiaMcLeod.com.
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All insurance products are sold through ScotiaMcLeod Financial Services (Ontario) Inc. ScotiaMcLeod Financial Services (Ontario) Inc. is an insurance subsidiary of Scotia Capital Inc., a member of the Scotiabank Group. When discussing Life Insurance Products, ScotiaMcLeod Investment Executives are acting as Life Underwriters representing ScotiaMcLeod Financial Services (Ontario) Inc. |
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