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William J. Currie
Financial Planner |
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Phone
Fax
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(519) 660-3237
(519) 660-3208 |
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Email
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william_currie@scotiamcleod.com |
| I help my clients build a sound balanced portfolio by providing ongoing guidance and expertise to reach their goals. |
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Investment Philosophy and Process
I am committed to a portfolio approach that reflects the client's risk profile and required investment returns. To achieve and deliver on your personal plan we focus on the process of the portfolio as opposed to individual investments. Through this process we can monitor your portfolio and advise you on the required actions to keep it on track to meet your goals.
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Service Approach
Our long-term approach to investment planning also extends to our client relationships with an emphasis on building relationships for life. We have helped our clients implement and maintain customized plans that recognize their evolving financial situations, through one-on-one meetings, regular reviews, and ongoing personal advice. We draw on the depth of resources of ScotiaMcLeod and Scotiabank to offer a full range of financial services to our clients.
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Trusted Advice
Trusted advice is the cornerstone of our business. The industry-leading expertise and personalized solutions that our team delivers to our clients are the basis of that trust, and of our mutual success.
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
1801-148 Fullarton Street
London, ON N6A 5P3
1-800-265-1242
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Additional Team Members:
Eve Daily
Investment Associate
(519) 660-3237
eve_daily@scotiamcleod.com
Mary-Alix Worden
Senior Associate
(519) 660-3216
maryalix_worden@scotiamcleod.com
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All insurance products are sold through ScotiaMcLeod Financial Services (Ontario) Inc. ScotiaMcLeod Financial Services (Ontario) Inc. is an insurance subsidiary of Scotia Capital Inc., a member of the Scotiabank Group. When discussing Life Insurance Products, ScotiaMcLeod Financial Planners are acting as Life Underwriters representing ScotiaMcLeod Financial Services (Ontario) Inc. |
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