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Monica S. Olney, CIM, FCSI
Senior Wealth Advisor |
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Phone
Fax
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(613) 782-6716
(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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monica_olney@scotiamcleod.com |
My experience in the investment industry spans over twenty years and I have established a very loyal client base.
My clients' investment portfolios are tailored to their needs and objectives and are built with bonds, quality stocks and other appropriate and conservative investment products.
Along with helping my clients accumulate, manage and protect wealth, I see my role as an educator in the field of investments. |
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Investment Philosophy and Process
The investment advice I offer is based on a number of investment principals. Two of the overriding principals that govern my advice are:
Asset Allocation - This is the customized combination of cash, bonds, and equity investments that best suits an investor's goals and tolerance for risk.
Diversification - A diversified portfolio spreads risk amongst the different asset classes. It also means having exposure to a large number of different holdings so that your investment success is not dependent on a single company or sector of the market.
The investment process starts with a detailed discussion, produces a plan, and implements the plan. It is retained and revised on an ongoing basis to reflect personal changes, economic changes, etc.
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Service Approach
I believe in delivering high quality client service and achieving the highest level of client satisfaction. I have a team that is long-standing and well-versed in providing high quality service. I am also backed by a team of experts in various financial areas from within ScotiaMcLeod and the Scotia Private Client Group.
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Trusted Advice
My long-standing and loyal client base is a testament to the trusted advice I give to my clients. In 1993, I was awarded the designation of Fellow, Canadian Securities Institute (F.C.S.I.). This designation is awarded to industry professionals whose superior training and experience exemplify excellence. It is recognized as the highest honour in the financial services industry and is the gold standard in financial services education, expertise and ethics.
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Mailing Address
350 Albert Street
Suite 2100
Ottawa, ON
K1R 1A4
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Additional Team Members:
Andrea Labelle
Associate
(613) 782-6752
andrea_labelle@scotiamcleod.com
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Business Links:
ScotiaMcLeod is not responsible for external websites linked to from ScotiaMcLeod.com.
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