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Since graduating from Wilfrid Laurier University, I have remained committed to continuous learning to stay current and better serve my clients. I am currently working towards the Certified Financial Planner designation. I believe in providing total financial solutions for each client. My caring personality lends itself to building strong relationships.
To stay balanced, I am an active squash player at the Ontario Racquet Club. I am also a member of the Wilfrid Laurier University Alumni Association Board of Directors and the Appleby College Alumni Association Executive Committee. Over the past couple of years, I have been involved with the Relay for Life organized by the Canadian Cancer Society and have organized the ScotiaMcLeod Terry Fox annual Fundraising BBQ.
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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 managing 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
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
90 Burnamthorpe Road West
Suite 1400
Mississauga ON L5B 3C3
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Additional Team Members:
Craig Ryan
Administrative Assistant
(905) 896-6214
craig_ross@scotiamcleod.com
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Business Links:
ScotiaMcLeod is not responsible for external websites linked to from ScotiaMcLeod.com.
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