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Throughout my career with ScotiaMcLeod I have also built a solid team to assist me in managing my business. The "Team Approach" I use ensures clients' service expectations are not only met, but exceeded. Having a strong team enables me to focus on the managing of my clients' assets in relation to their personal situations.
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Investment Philosophy and Process
Our main focus is ensuring that our clients are provided with superior investment services.
To achieve this goal and maintain our strong reputation we strive to:
Conduct all of our business with the highest level of integrity and ethical standards
Achieve excellence in the industry by providing professional quality of work
Continually build and strengthen our client relationships with unparalleled service
Be accessible to respond to clients' needs in a timely and efficient manner
Ensure an open level of communication is maintained at all times
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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
My above average client retention rate is a key indicator that my client's are happy with the trusted advice that they receive from me.
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
1235 North Service Rd W
Suite 200
Oakville, ON
L6M 2W2
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Additional Team Members:
Chad Allison
Investment Associate
(905) 849-3424
chad_allison@scotiamcleod.com
Russell Hunt
Investment Associate
(905) 849-3411
russell_hunt@scotiamcleod.com
Rachel Neale
Administrative Associate
(905) 849-3416
rachel_neale@scotiamcleod.com
Kevin Shao
Investment Associate
(905) 849-3407
kevin_shao@scotiamcleod.com
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Business Links:
ScotiaMcLeod is not responsible for external websites linked to from ScotiaMcLeod.com.
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