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Sandra Macenko Merkley has been successfully investing the wealth of
individuals and businesses from the Calgary office of ScotiaMcLeod for the past 20 years. Sandra works closely with Scotiabank branches in Olds and High River, Alberta to ensure that her clients' total financial solution is taken care of, including their investments, banking, estate and protection needs. She is an Alberta regional semi-finalist for the Investment Dealers Association Distinction Award for Canada, is presently a member of the Calgary Foundation Investment Committee, is a member of the Olds Chamber of Commerce and of the Okotoks Agricultural Society. Sandra has served two
terms as a board member of the Epcor Centre for the Performing Arts.
Additionally, she is the editor of The Weekly Investment Outlook eLetter, which provides news on today's markets and investment recommendations.
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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
Trust is the most important factor in a successful advisor/client relationship. I am committed to providing my clients with objective analysis, professional advice, and prompt service on the financial issues that are of importance to them.
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Trusted Advice
I have the commitment and depth of resources at ScotiaMcLeod to provide my clients with peace of mind through ongoing trusted advice and personalized solutions.
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
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Additional Team Members:
Patrick Smith
Senior Associate
(403) 298-4019
(403) 213-7753
patrick_smith@scotiamcleod.com
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Business Links:
ScotiaMcLeod is not responsible for external websites linked to from ScotiaMcLeod.com.
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