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Ian Hamilton B.Comm
Investment Executive |
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Investment Philosophy and Process
A Disciplined Investment Philosophy is a fundamental component of my Client
Commitment. I take a long-term approach to investing while managing risk. My portfolio
approach is focused on establishing the optimal asset allocation, investment selection and
diversification to provide the best return possible for the client's appropriate level of
risk. I provide a documented investment strategy (IPS) that is based on a thorough
assessment of my client's individual needs which guides portfolio monitoring and
recommendations.
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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
Total Financial Solutions: 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:
Marlene McIntyre
(613) 788-6316
marlene_mcintyre@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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