 |
|
|
|
|
 |
Phone
Fax
|
(416) 945-5253
(416) 862-3087 |
|
Toll Free
|
1-800-387-0489 |
|
Email
|
alan_fox@scotiamcleod.com |
| Creating personalized solutions that provide our clients security and financial peace of mind. |
|
|
|
|
The Fox Group makes it our goal to add value through a strong client-advisor relationship by providing each client with access to the best financial resources available. Our team focuses on helping a select group professionals, business owners and retirees manage all aspects of their financial lives.
|
|
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.
|
|
Service Approach
My clients can rely on ready access to quality information and trusted advice to ensure their financial plan is on track to achieve their goals. This is supported with a personal client service agreement that I develop with each client. A focus of my ongoing service is to help my clients understand key financial issues through one-on-one discussions, regular reviews, and personalized advice.
|
|
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.
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.
|
|
Mailing Address
PO Box 402
Scotia Plaza
40 King Street W.
15th Floor
Toronto, ON
M5H 3Y2
|
|
|
Additional Team Members:
Hilda Lau
416-863-2849
hilda_lau@scotiamcleod.com
|
|
|
Business Links:
ScotiaMcLeod is not responsible for external websites linked to from ScotiaMcLeod.com.
|
|
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. |
|
|
|
|
