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Stephen Bennett
Wealth Advisor |
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Phone
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(519) 660-3236
(519) 660-3208 |
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Email
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stephen_bennett@scotiamcleod.com |
| I help my clients achieve peace of mind by providing trusted advice and personalized solutions to meet their financial goals. |
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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. 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 provide my clients with proven industry-leading expertise and the personalized solutions to help make their financial goals a reality.
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Mailing Address
1801-148 Fullarton Street
London, ON N6A 5P3
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Additional Team Members:
Keith McDonald
(519) 660-3211
keith_mcdonald@scotiamcleod.com
Brent Carrothers
(519) 660-3234
brent_carrothers@scotiamcleod.com
Tara Ross
(519) 660-3272
tara_ross@scotiamcleod.com
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