My mission is to help my clients achieve peace of mind by providing trusted advice and personalized solutions to meet their financials goals.
With over 25 years experience in the investment industry with ScotiaMcLeod, I am able to offer a unique and personal approach to help you create an investment strategy and help you stay on track. Over the years, I have built my reputation based on integrity, trust and dedication towards my clients.
Investment Philosophy and Process Successful investing is the result of strict discipline and a conservative approach to investment decisions. The goal of growth must be balanced with the need to preserve capital. Choosing the appropriate mix of equities and fixed income will achieve long term growth while smoothing volatility. The tax efficiency must also be considered.
Whether your choice is to build a portfolio of individual securities or to hire third party managers, we control the asset mix and the investment process.
Service Approach As a new client, you will obtain a customized investment plan to help you reach your financial objectives.
You can rely on my availability and continued co-operation. I believe in returning calls on the same day, either myself or through my assistants.
Trusted Advice What's working well for my clients?
- My Income Package
- My Model Portfolio
- What to do with a lump sum of money
To find out more about the above investments ideas, send me an email.
Additional Team Members: Carolyn Ferguson Administrative Associate 514-428-8405 carolyn_ferguson@scotiamcleod.com
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.
