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Kevin Greenard
CA, FMA, CFP
Wealth Advisor |
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Phone
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(250) 389-2138
(250) 389-2135 |
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Email
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kevin_greenard@scotiamcleod.com |
| We help our clients achieve peace of mind by providing trusted advice and personalized solutions to meet their financial goals. |
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As part of The Greenard Group, we ensure that quality service is provided and that all of your needs are addressed.
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Investment Philosophy and Process
We are committed to a conservative portfolio approach that is aligned with your personal risk profile and the required investment returns to meet your goals. We establish and deliver on your personal plan through a disciplined process. Through this process we closely monitor your portfolio and advise you on the required actions to keep it on track to meet your long-term goals.
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Service Approach
Our clients can rely on ready access to quality information and trusted advice to ensure their financial plan is on track to achieve their goals. This is supported with a personal client service agreement that we develop with each client. A focus of our ongoing service is to help our clients understand key financial issues through one-on-one discussions, regular reviews, and personalized advice.
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Trusted Advice
We have the commitment and depth of resources at ScotiaMcLeod to provide our clients with peace of mind through ongoing trusted advice and personalized solutions. Our clients can rely on the support of our team of experts to ensure their needs are met.
The Greenard Group is supported by a team of specialists within ScotiaMcLeod, Scotiabank and Scotia Private Client Group. This allows us to access the required expertise to provide our clients with a comprehensive financial strategy that addresses all of their needs and goals.
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Mailing Address
1803 Douglas Street
Suite 400
Victoria BC V8T 5C3
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Additional Team Members:
Keith Greenard, CIM, FCSI
Wealth Advisor
(250) 389-2137
keith_greenard@scotiamcleod.com
Denise Gardner
Administrative Associate
(250) 389-2155
denise_gardner@scotiamcleod.com
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Business Links:
ScotiaMcLeod is not responsible for external websites linked to from 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 Financial Planners are acting as Life Underwriters representing ScotiaMcLeod Financial Services (Ontario) Inc. |
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