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Normand Durette
Wealth Advisor |
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From 1979 to 1981 I was self-employed as a Certified General Accountant (C.G.A.). Prior to my accounting studies, I worked in a brokerage firm. I found this field of work extremely interesting. I believe this had an influence on my decision to return to this type of work.
So in 1982, I joined the ScotiaMcLeod team as an Investment Executive. My accounting skills were a great asset in my daily work. My philosophy and my approach to investing helped me establish solid relationships with my clients. I am continuing to develop my assets through referrals from my loyal clients and the relationships I have established with other professionals.
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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
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 Street West
6th floor
Montreal, Quebec H3A 3L6
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Additional Team Members:
Philippe Durette
Administrative Associate
514-287-3655
philippe_durette@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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