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Rod White
Branch Manager
Associate Director,
Wealth Management |
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Phone
Fax
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(905) 849-3415
(905) 842-9001 |
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Email
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rod_white@scotiamcleod.com |
| It's All About You. Everything that I do is about you. Working with me at ScotiaMcLeod, you will have the comfort and peace of mind that comes from knowing the trusted professional managing your wealth can provide the expertise and attentiveness that you deserve. |
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As an experienced financial and investment professional, I am committed to understanding your unique needs, and providing the time and resources to formulate a prudent investment strategy to help protect and grow your wealth.
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Investment Philosophy and Process
Worthwhile goals take time and planning to reach. To bring my clients' long-term goals closer, I help them analyze their current financial situation and create a consolidated, cohesive financial strategy. Over time, I work with them to implement strategies to take care of their investment, income and asset protection, will and estate planning, banking, and borrowing needs. On a regular basis, I review the progress my clients are making towards their goals and make whatever adjustments are required to their overall plan.
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Service Approach
My program is multi-faceted and involves not only a prudent investment management system, but a personal service system as well. It's not enough to simply manage your wealth effectively - you need to be serviced well too.
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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.
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Mailing Address
1235 North Service Road West
Suite 200
Oakville, ON
L6M 2W2
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Additional Team Members:
Jennifer Mukherjee
Senior Associate
(905) 849-3401
jennifer_mukherjee@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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