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John Endert
Financial Planner |
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Phone
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(705) 435-4477
(705) 435-4611 |
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Email
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john_endert@scotiamcleod.com |
| I will assist you in achieving your personal and financial goals utilizing an honest, trustworthy and straightforward approach to both short and long term investment objectives. Risks will be managed through systematic process of investing, to ensure capital preservation and a return on investment within your unique individual risk tolerance. |
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Investment Philosophy and Process
I am committed to a conservative portfolio approach that is aligned with your personal risk profile and the required investment returns to meet your goals. I establish and deliver on your personal plan through a disciplined process. Through this process I 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
My long-term approach to investment planning also extends to my client relationships with an emphasis on building relationships for life. I have 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.
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Mailing Address
13 Victoria St. W.
Alliston ON L9R 1S9
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Additional Team Members:
Brian Cooper
Associate
905-479-8250
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Business Links:
ScotiaMcLeod is not responsible for external websites linked to from ScotiaMcLeod.com.
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