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Kathy Henderson
Investment Executive, Associate Director |
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Phone
Fax
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(780) 497-3242
(780) 420-2257 |
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Toll Free
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1-800-661-7137 |
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Email
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kathy_henderson@scotiamcleod.com |
| I really take pride in building well balanced portfolios full of reasonably priced investments. There is nothing more gratifying to me than helping my clients accomplish their goals. |
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Kathy Henderson has been an Investment Executive with ScotiaMcLeod since 1993 and an Associate Director since 2003. She has a Bachelor of Commerce from the University of Alberta with a major in accounting. She also holds an Options License as well as a Life Insurance License.
Kathy provides investment direction and advice for over 175 million in assets and is seasoned in creating investment portfolios for corporations, associations and individual investors.
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Investment Philosophy and Process
Kathy’s investment philosophy is rooted in GARP (growth at a reasonable price). By looking for and tracking good quality companies with sustainable growth potential, Kathy uses a proprietary screening process to narrow down the vast selection of stocks available.
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Service Approach
The balanced portfolios that Kathy builds for her clients are structured to both preserve and grow wealth. In building portfolios, Kathy’s main objective is to buy good companies at reasonable prices.
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Trusted Advice
By staying up to date with the ever-changing market, Kathy is always ready to give her best advice. Those who deal with her on a regular basis know that she really cares. By maintaining a high ethical standard, Kathy builds her relationships on a solid foundation of trust.
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Mailing Address
Suite 2000, Bell Tower
10104 - 103 Avenue
Edmonton AB T5J 0H8
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Additional Team Members:
Jennifer Burton
Associate
(780) 497-3240
jennifer_burton@scotiamcleod.com
Vicki Underschultz
(780) 420-2289
vicki_underschultz@scotiamcleod.com
Justin Pasula
(780) 420-2291
justin_pasula@scotiamcleod.com
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TM Trademark used under authorization and control of The Bank of Nova Scotia. All insurance products are sold through ScotiaMcLeod Financial Services Inc. ScotiaMcLeod Financial Services 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 Life Underwriters representing ScotiaMcLeod Financial Services Inc. |
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