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Jason Bell
Senior Wealth Advisor |
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Phone
Fax
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(613) 782-6769
(613) 782-6737 |
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Toll Free
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1-800-267-7684 |
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Email
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jason_bell@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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Jason has worked with ScotiaMcLeod for over seven years. This background has equipped him with an in-depth understanding of financial products, markets, and most importantly, investor needs. His experience in the investment industry continues to be centred around helping people.
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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 provide my clients with proven industry-leading expertise and the personalized solutions to help make their financial goals a reality.
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
350 Albert St.
Suite 2100
Ottawa, ON
K1R 1A4
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Additional Team Members:
Laureen Skilliter
Investment Associate
(613)613-782-6763
laureen_skilliter@scotiamcleod.com
Janet Carscadden
Senior Associate
(613)788-6326
janet_carscadden@scotiamcleod.com
Tom Bryan
Insurance Consultant
(613)782-6798
tom_bryan@scotiamcleod.com
Maureen O'Brien
Senior Associate
(613)782-6306
maureen_o'brien@scotiacapital.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 Financial Planners are acting as Life Underwriters representing ScotiaMcLeod Financial Services (Ontario) Inc. |
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