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Vanessa Laine
BComm, CIM, FCSI
Wealth Advisor |
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Phone
Fax
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(403) 298-4089
(403) 298-4044 |
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Email
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vanessa_laine@scotiamcleod.com |
| Our focus is on providing trusted advice and personalized financial solutions. We believe that each client is unique and we want to provide investment solutions that are as unique as our clients. |
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Are you looking for an advisor that cares about you and your family? We are looking for clients that we can create long-term relationships with. We would like to create relationships that are based on trust, open communication, honesty and commitment. With these cornerstones, we will look to create and preserve wealth for our clients. We are looking for clients that we genuinely like, and like to work with to achieve their goals.
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Investment Philosophy and Process
Our investment team is unique as we have two dedicated investment advisors that provide service to all of our clients. We focus on a comprehensive approach to portfolio supervision. Each of our clients has a portfolio custom tailored to meet their unique financial needs and we use financial planning, insurance and estate planning techniques to complete the financial picture. We keep investing clear, simple and straightforward. It is this no non-sense approach that provides our clients with a clear direction of their financial future and facilitates open dialogue with us as investment advisors.
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Service Approach
We are a service business. We believe in answering our phones, and being prompt and timely in our responses to all inquiries. We are there for our clients and you will find us available for meetings and conversations. Our clients are the reason we are in business and we believe the best way to service them is to be available. We like our clients and want to talk with them. Communication is our primary tool to build the relationships we value so highly.
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Trusted Advice
We focus primarily on Investment Management and Advice and this area is our personal specialty. We want our clients to have expert advice in all areas so we draw on the team of specialists within ScotiaMcLeod, Scotiabank and Scotia Private Client Group. We want the best for our clients in all financial matters and ScotiaMcLeod and partners can deliver a wealth of expertise, while allowing us to remain the single point of contact for our clients.
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Mailing Address
Suite 300
119 6th Avenue SW
Calgary, AB T2P 0P8
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Additional Team Members:
Tanya Surette
BA, FMA, FCSI
Wealth Advisor
(403) 298-7835
tanya_surette@scotiamcleod.com
Dawn Helm
Administrative Associate
(403) 298-4025
dawn_helm@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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