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Scott Rands
Investment Executive |
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Phone
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(416) 933-2777
(416) 933-2770 |
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Email
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scott_rands@scotiamcleod.com |
| I help my clients achieve peace of mind by providing trusted advice and a customized plan to meet their financial goals. I use a detailed advisory process and disciplined investment philosophy to deliver a personalized solution to each of my clients. Our outstanding client service is supported by solid core values and an integrated team of seasoned experts from across the Scotiabank Group. |
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I am one of a small number of Canadian advisors who hold the Certified Investment Management Analyst (CIMA) designation. This designation is granted by the Investment Management Consultants Association and is known as the certification that speaks for experience and knowledge. As a CIMA designate, I am bound by a stringent code of ethics that govern matters of disclosure, confidentiality, compliance and conduct. My team is part of the Scotia Private Client Group. We provide objective advice and proactive service across and integrated offering including private banking, discretionary investment management, estate and trust services and financial expertise from ScotiaMcLeod.
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Investment Philosophy and Process
Discipline is a fundamental component of our investment beliefs. We take a long-term, portfolio approach to investing while managing risk. We believe that superior results can be obtained by developing and committing to a long-term investment plan. We also believe that it is just as important to minimize risk as it is to maximize returns. A carefully constructed asset allocation is the most effective way to manage risk. Putting your plan in writing is crucial. Every investor benefits from a written Investment Policy Statement.
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Service Approach
"We put our service commitment in writing at the beginning of the client relationship to establish the level of service you can expect from us. Our goal is to constantly exceed those expectations" - Scott Rands. My long-term approach to investment planning also extends to my client relationships with an emphasis on building relationships for life. I've 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
I have the commitment and depth of resources at ScotiaMcLeod to provide my clients with peace of mind through ongoing trusted advice and personalized solutions.
Total Financial Solutions: 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
One Financial Place
1 Adelaide Street East, 4th Floor
Toronto, Ontario, M5C 2W8
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Additional Team Members:
Andrew Watson
Investment Associate
(416) 933-2778
andrew_watson@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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