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Caroline Hild
Senior Wealth Advisor |
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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
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
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.
I provide my clients with proven industry-leading expertise and the personalized solutions to help make their financial goals a reality.
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.
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Mailing Address
1002 Sherbrooke St. West
3rd floor
Montreal, QC
H3A 3L6
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Additional Team Members:
Jacques Maurice Director, Wealth Management
514-287-3621
jacques_maurice@scotiamcleod.com
Investment Associates:
Marc-Antoine Saad,
514-287-4963
Lynne Turner, 514-287-3653
Nathalie Guyon, 514-287-4598
Linda Le Duc, 514-287-3229
Administrative Associates:
Laura Taliano,514-287-3582
laura_taliano@scotiamcleod.com
Lina Lascelle,514-287-3639
lina_lascelle@scotiamcleod.com
Mary Perenne, 514-287-3691
mary_perenne@scotiamcleod.com
Palmina Baronello, 514-287-3664
palmina_baronello@scotiamcleod.com
Louiza Aleksanian,Administrative Assistant
514-287-4581
louiza_aleksanian@scotiamcleod.com
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All insurance products are sold through ScotiaMcLeod Financial Services (Quebec) Inc.. ScotiaMcLeod Financial Services (Quebec) 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 Financial Security Advisors representing ScotiaMcLeod Financial Services (Quebec) Inc. |
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