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Allan Newman
Senior Wealth Advisor |
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Phone
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(416) 863-7750
(416) 862-3087 |
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Email
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allan_newman@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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The plan is the foundation that guides our team, backed by a comprehensive team of experts within the Scotiabank Group, in delivering the best advice for achieving our clients’ overall financial strategy.
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Investment Philosophy and Process
Worthwhile goals take time and planning to reach. To bring my clients' long-term goals closer, I help them analyze their current financial situation and create a consolidated, cohesive financial strategy. Over time, I work with them to implement strategies to take care of their investment, income and asset protection, will and estate planning, banking, and borrowing needs. On a regular basis, I review the progress my clients are making towards their goals and make whatever adjustments are required to their overall plan.
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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
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
40 King Street West
15th Floor
Toronto, ON M5H 3Y2
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Additional Team Members:
Greg Newman
Financial Planner
(416)863-7756
greg_newman@scotiamcleod.com
Miranda Chan
Administrative Assistant
(416)862-3220
miranda_chan@scotiamccleod.com
Jeff Bigelow
Investment Associate
(416)945-4353
jeff_bigelow@scotiamcleod.com
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All insurance products are sold through ScotiaMcLeod Financial Services (Ontario) Inc. ScotiaMcLeod Financial Services (Ontario) Inc. is an insurance subsidiary of Scotia Capital Inc., a member of the Scotiabank Group. When discussing Life Insurance Products, ScotiaMcLeod Investment Executives are acting as Life Underwriters representing ScotiaMcLeod Financial Services (Ontario) Inc. |
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