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Joseph B. Scollard
Wealth Advisor & Director, Wealth Management |
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Phone
Fax
Cell
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(519) 766-8403
(519) 763-0234
(519) 823-4660 |
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Toll Free
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1-800-265-2999 |
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Email
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joe_scollard@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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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
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
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
649 Scottsdale Drive
Suite 400
Guelph, ON
N1G 4T7
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Additional Team Members:
Catherine Barry
Administrative Associate
519-766-8420
catherine_barry@scotiacapital.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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