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Chris McCurdy, BBA, PFP
Wealth Advisor |
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Phone
Fax
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(506) 631-3132
(506) 658-3315 |
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Email
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chris_mccurdy@scotiamcleod.com |
| Building lasting relationships by providing personal financial solutions to enable investors to achieve better lifestyles. |
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After earning a Bachelor of Business Administration with a major in Economics from the University of New Brunswick, I had a successful career in marketing while living in South East Asia. Upon returning to Canada I joined the ScotiaBank group and have been advising clients for the last seven years. I received my Personal Financial Planning designation from the Institute of Canadian Bankers. I also hold both Life and Accident Insurance licenses through the Insurance Council of New Brunswick.
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Investment Philosophy and Process
Each client is a unique person and requires a unique solution that will fit their current situation and goals. Key to my recommendations is an understanding of where a client is today and where they want to be in the future.
I follow a structured financial planning process in order to create what I like to refer to as a client's road map to life.
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Service Approach
Regular structured contact is an important element in my planning process. At the beginning of a relationship I like to agree on what contact is appropriate and set up intervals for that contact. I believe it is important to stay current on what is happening in my clients' lives so that I can make recommendations that are both relevant and timely. It is not enough to be a good portfolio manager, clients need to know when I have reviewed their portfolio and what I am thinking.
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Trusted Advice
I provide my clients access to a team of professionals that is focused on providing innovative solutions. We have vast and proven expertise in the full spectrum of global investment products, from equities to fixed income.
Our innovative thinking and life-long education allow us to develop the unique solutions you require to reach your financial objectives.
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Mailing Address
Suite N402
One Market Square
PO Box 6277 Station A
Saint John NB E2L 4R7
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Additional Team Members:
Roselle Murphy
Senior Associate
(506) 636-6814
roselle_murphy@scotiamcleod.com
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All insurance products are sold through ScotiaMcLeod Financial Services Inc. ScotiaMcLeod Financial Services 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 Inc. |
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