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Dan Brewer CIM, FCSI
Senior Wealth Advisor |
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Phone
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(905) 849-3406
(905) 842-9001 |
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Email
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dan_brewer@scotiamcleod.com |
| I offer sound, trusted advice with the primary objective being to provide financial peace of mind to my clients. This is accomplished through the use of a financial plan to help meet their short and long term goals and objectives. |
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I have held senior positions within the Scotiabank Group since 1997, including Personal Investment Manager. In addition to my practical experience, I have a Bachelor of Arts in Economics from Wilfrid Laurier University. I am a Certified Investment Manager and a Fellow of the Canadian Securities Institute.
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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 long-term approach to investment planning also extends to my client relationships with an emphasis on building relationships for life. Iâve 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.
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
1235 North Service Road West
Suite 200
Oakville, ON
L6M 2W2
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Additional Team Members:
Melanie Lim
Senior Associate
(905) 849-3417
melanie_lim@scotiamcleod.com
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Business Links:
ScotiaMcLeod is not responsible for external websites linked to from ScotiaMcLeod.com.
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