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James Enman
Investment Executive, Branch Manager |
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Phone
Fax
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(403) 317-4846
(403) 317-4840 |
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Email
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james_enman@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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James has been helping Southern Alberta investors for 25 years. After graduating from the University of Lethbridge in 1978, James started his career as an Investment Executive at Richardson Securities, later joining Midland Walwyn Capital. When Midland walwyn was sold in 1998, James accepted an invitation to participate in the recently opened ScotiaMcLeod branch in Lethbridge. With ScotaiMcLeod as a partner, he has continued to deliver conservative and consistant financial advice with a focus on retirement and estate planning.
James has expertise in many areas, being licensed to deal in stocks, options, bonds, mutual funds and insurance. Using the knowledge from his Professional Financial Planning training, James can help you look at the "Big Picture". If you have at least $50,000 in investment assets and need someone with 25 years experience, then James Enman should be your next call.
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Investment Philosophy and Process
I am committed to a conservative portfolio approach that is aligned with your personal risk profile and the required investment returns to meet your goals. I establish and deliver on your personal plan through a disciplined process. Through this process I closely monitor your portfolio and advise you on the required actions to keep it on track to meet your long-term goals.
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Service Approach
Trust is the most important factor in a successful advisor/client relationship. I am committed to providing my clients with objective analysis, professional advice, and prompt service on the financial issues that are of importance to them.
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Trusted Advice
I have the commitment and depth of resources at ScotiaMcLeod to provide my clients with peace of mind through ongoing trusted advice and personalized solutions.
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Mailing Address
319 -4th St. S
Lethbridge AB T1J 1Z9
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Additional Team Members:
Corrine Klassen
Investment Associate
corrine_klassen@scotiamcleod.com
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Business Links:
ScotiaMcLeod is not responsible for external websites linked to from ScotiaMcLeod.com.
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