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Steven T. Larochelle
Financial Planner, B.Mgmt. Finance CIM |
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Phone
Fax
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(403) 529-6565
(403) 529-1295 |
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Email
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steve_larochelle@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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I have held senior positions with the Scotiabank Group since 1995, including Personal Investment Manager. As part of ScotiaMcLeod since 2000, I have an in-depth knowledge of the financial services industry. I have a Bachelor of Management in Administration and a Certificate of Management in Finance, both from the University of Lethbridge. I also hold the designation of Canadian Investment Manager. Active in the community I enjoy coaching my son's hockey team, facilitating the Economics of Staying in School program, and I am on the Board and serve as Treasurer for the First Assembly of God.
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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. I provide my clients with proven industry-leading expertise and the personalized solutions to help make their financial goals a reality.
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Mailing Address
516 - 3RD Street SE,
Medicine Hat, AB T1A 0H3
1-800-667-4040
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