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Graydon Oldfield
Investment Executive, Branch Manager |
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Phone
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(705) 725-4725
(705) 725-0355 |
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Email
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graydon_oldfield@scotiamcleod.com |
| I help my clients achieve peace of mind by providing trusted advice and personalized solutions to meet their financial goals.I am a strategic thinker who uses logic and common sense to create unique sound investment ideas for each client. I pride my business on attentive service and consistent performance through an integrated approach to investment management. |
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Your world has changed over the years, so has its challenges. As your assets have grown, so has the time, energy and skill required to actively oversee your investments. Today, to effectively manage your wealth, you require the support and guidance of a sophisticated financial advisor. With integrity and professionalism, my clients view me as a valued partner in helping set and reach thier individual financial goals.
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Investment Philosophy and Process
Investment success begins with the process of discovery. The features which make your life unique, as well as your expectations and risk tolerance, define the direction of your financial blueprint. My team and I will review and address your individual situation to develop your personalized wealth management plan.
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Service Approach
My clients can expect service with distinction. There will always be someone there to answer your questions or concerns, especially as financial events unfold. With a thourough understanding of your objectives, I will bring investment opportunities to your attention. You can rely on ready access to quality information and trusted advice to ensure your financial plan is on track to achieve your goals. One on one discussions and regular reviews are the standard I set for myself and my clients.
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Trusted Advice
Trust in a relationship does not occur by chance; it has to be earned.
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
Barrie Financial Centre
44 Collier Street, 2nd Floor
Barrie, ON
L4M 1G6
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Additional Team Members:
Stacey Craig
Branch Administrator
(705) 725-4735
stacey_craig@scotiamcleod.com
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Business Links:
ScotiaMcLeod is not responsible for external websites linked to from ScotiaMcLeod.com.
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