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Jim Vavra
B.Comm, CFP
Wealth Advisor |
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Phone
Fax
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(403) 298-7820
(403) 298-4044 |
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Toll Free
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1-800-372-9274 |
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Email
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jim_vavra@scotiamcleod.com |
| I work with professionals, executives and business owners in developing unique financial plans and strategies to meet their personal financial goals. |
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I have the Certfied Financial Planner designation, which is the only internationally recognized financial planning designation. Those advisors who have earned the CFP must adhere to a rigorous set of uniform and relevant standards. I work with a team of experts to build partnerships with clients by providing strategic solutions that meet their specific needs and goals.
Together, we are committed to maintaining the highest level of industry standards and to giving my clients exceptional service. Along with a team of experts across the Scotiabank Group, I help you achieve peace of mind through ongoing trusted advice and personalized solutions.
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Investment Philosophy and Process
To help my clients achieve their goals with greater peace of mind, I adhere to a disciplined investment philosophy that is focused on long term performance while protecting risk. Through a systematic process, I develop, discuss and document an appropriate financial strategy to reach my clients’ personal goals. This plan is an ongoing guide for my monitoring of their investment portfolio and my advice on achieving their overall financial strategy.
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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
Trusted advice is the cornerstone of my business. The industry-leading expertise and personalized solutions I deliver to my clients are the basis of that trust, and of our mutual success.
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
Suite 300
119 6th Avenue SW
Calgary, AB T2P 0P8
Jim Vavra is a Canadian Securities Institute "Award of Excellence" Recipient
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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 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 advisors are acting as Life Underwriters representing ScotiaMcLeod Financial Services Inc. |
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