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Kent Walker, B.Comm, CIM, FCSI
Senior Wealth Manager |
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Phone
Fax
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(403) 528-5787
(403) 529-1295 |
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Email
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kent_walker@scotiamcleod.com |
| With the help of my "Team Of Experts", I offer "Total Financial Solutions" to conservative, long term, high net worth families and businesses. |
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I have over 20 years of experience in this industry, and the last 15 have been with ScotiaMcLeod. My strong investment and banking background helps me deliver expertise in financial, tax and estate planning solutions. I will work with your existing professional team or, if you don't already have this support in place, I can recommend high quality professionals to work with you, and together we can incorporate your legal and tax situation into a complete financial strategy tailored to meet your needs and help you achieve your goals.
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Investment Philosophy and Process
I am committed to providing "Total Financial Solutions" to my clients.
I do this by using the Six Step Process:
1. Understanding your needs and goals
2. Assessing and Analyzing your financial situation
3. Preparing personalized recommendations
4. Presenting and Discussing solutions
5. Implementing your strategy
6. Monitoring and Refining your strategy.
This is an innovative approach, and throughout it YOU remain the centre of the process.
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Service Approach
By placing emphasis on "Building Relationships For Life", I am able to implement and maintain customized plans that recognize your evolving and ever changing goals, needs, and circumstances. I am able to assist in taking care of your financial well being and keeping you well informed through one-on-one meetings, regular reviews, and ongoing personal advice.
Building strong relationships is at the heart of my business philosophy and I support this with a Personal Client Service Agreement that I have developed for all of 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.
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
516 - 3rd Street South East
Medicine Hat, AB
T1A 0H3
Toll Free: 1-800-667-4040
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Additional Team Members:
Pamela B Walcott
(403) 528-5781
pamela_walcott@scotiamcleod.com
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Business Links:
ScotiaMcLeod is not responsible for external websites linked to from 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 Investment Executives are acting as Life Underwriters representing ScotiaMcLeod Financial Services (Ontario) Inc. |
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