|
I joined ScotiaMcLeod in 1994. I achieved my C.I.M. (Canadian Investment Manager) designation in 1999. My experience in the financial services industry means that I can provide my clients with the right tools to meet their goals.
|
|
Investment Philosophy and Process
I am committed to a conservative portfolio approach that is aligned with your personal risk profile and the required investment returns to meet your goals. I establish and deliver on your personal plan through a disciplined process. Through this process I closely monitor your portfolio and advise you on the required actions to keep it on track to meet your long-term goals.
|
|
Service Approach
Trust is the most important factor in a successful advisor/client relationship. I am committed to providing my clients with objective analysis, professional advice, and prompt service on the financial issues that are of importance to them.
|
|
Trusted Advice
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.
|
|
Mailing Address
380 Ouellette Ave.
4th Floor
Windsor ON N9A 6X5
|
|
|
Additional Team Members:
Lori Tanner
519-560-4058
lori_tanner@scotiamcleod.com
|
|
|
Business Links:
ScotiaMcLeod is not responsible for external websites linked to from ScotiaMcLeod.com.
|
