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I have been with ScotiaMcLeod for over 10 years. My approach to buying stocks is based on fundamentals and insiders activities. I help my clients with different solutions such as exchange traded funds and some downside protection strategies. I am very easy to access either through phone or email. I pride myself in giving a quick but solid answer to your questions. My success and the support of my clients brought me to be a President's Council member in 2005.
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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
Trust is the most important factor in a successful advisor/client relationship. I am committed to providing my clients with objective analysis, professional advice, and prompt service on the financial issues that are of importance to them.
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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.
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
925 Grande Allée Ouest
Bureau 260
Québec (Québec)
G1S 1C1
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Additional Team Members:
Marie-Eve Tanguay
Senior Associate
(418) 686 1407
marie-eve_tanguay@scotiamcleod.com
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