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Rod Rees CIM
Senior Investment Executive |
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Phone
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(403) 298-7832
(403) 298-4044 |
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Email
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rod_rees@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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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 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.
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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 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
Suite 300
119 6th Avenue SW
Calgary, AB T2P 0P8
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Additional Team Members:
Gerdy Olynik
Administrative Associate
(403) 298-7827
gerdy_olynik@scotiamcleod.com
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