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Catherine Ennis
Senior Wealth Advisor
Director, Wealth Management |
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Phone
Fax
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(613) 782-6712
(613) 782-6746 |
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Toll Free
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1-800-267-7684 |
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Email
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catherine_ennis@scotiamcleod.com |
I work with individuals to move them
to and through retirement. I have been advising clients since 1979.
My philosophy is to develop conservative, long-term investment strategies to help individuals retire comfortably. I believe in listening carefully to my clients to find out what their concerns and financial needs are, and work closely with them to ensure they save money and reduce their financial anxiety. |
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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
Trusted advice is the cornerstone of my business. The industry-leading expertise and personalized solutions I deliver to my clients are the basis of that trust, and of our mutual success.
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Mailing Address
350 Albert Street
Suite 2100
Ottawa, ON
K1R 1A4
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Additional Team Members:
Heather Breault
Senior Associate
(613) 782-6732
heather_breault@scotiamcleod.com
Susan Joiner
Senior Associate
(613) 782-6720
susan_joiner@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 Inc., the insurance subsidiary of Scotia Capital Inc., a member of the Scotiabank Group. When discussing life insurance products, ScotiaMcLeod Investment Executives and Financial Planners are acting as Life Underwriters (Financial Security Advisors in Quebec) representing ScotiaMcLeod Financial Services Inc. |
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