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Brent Hourd
Wealth Advisor |
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Phone
Fax
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(416) 863-7726
(416) 862-3087 |
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Email
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brent_hourd@scotiamcleod.com |
| Building strong relationships providing ongoing, trusted advice is my guiding principle as I help you meet your financial goals. |
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Investment Philosophy and Process
By integrating 15 years of experience and knowledge at ScotiaMcLeod with an extensive team of industry experts, we help our clients manage and grow their wealth, quantifying then realizing their short-term and long-term goals.
We are committed to a conservative long-term approach that is aligned with your specific risk/reward profile. Through a disciplined process including a written Investment Policy Statement and Financial Plan we establish and deliver specifically to our client’s needs. This includes continual portfolio evaluation and management.
Through a team-based approach, we deliver integrated service solutions to the ever-changing aspects of your life.
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Service Approach
Our commitment is to maintain a high level of service through one-on-one meetings, regular reviews, ongoing personal advise and timely responses to all inquiries.
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Trusted Advice
Our Expertise includes:
· Fixed income investing
· Professional money management
· Index units
· Group RRSP
· D.A.P. (Delivery Against Payment)
· Non-resident account
· Insurance (life, disability, insured annuity and critical illness)
Our Personalized Services include:
· Personal investment strategies attuned to your needs
· Ongoing personal advice and regular communication
· Regular reviews, updates, performance reporting and newsletters
· Access to a broad array of financial products
· Extensive financial planning
· Income and asset protection solutions
· Banking and borrowing solutions
· 24 hour online access, trading accounts, statements and confirmations
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Mailing Address
Head Office Branch
P.O. Box 402, Scotia Plaza
40 King Street West, 15th Floor
Toronto, Ontario M5H 3Y2
Toll Free: 1-800-387-0489 ext. 7726
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Additional Team Members:
Iryna Drobysheva
(416) 863-7081
iryna_drobysheva@scotiamcleod.com
Iryna is responsible for:
Equity, stocks, bonds & mutual fund orders
Cheques from your accounts
RRSPs and RRIFs
Interest rates & quotes
Account inquiries
General information
Dan Ping Yuan
(416) 863-7283
danping_yuan@scotiamcleod.com
Dan Ping is responsible for:
Account opening and maintenance
Online access to accounts
Transfer of accounts
Accessing research reports
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Business Links:
ScotiaMcLeod is not responsible for external websites linked to from 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 Financial Planners are acting as Life Underwriters representing ScotiaMcLeod Financial Services (Ontario) Inc. |
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