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Benjamin D. Holyday, CFP, FMA, FCSI
Wealth Advisor |
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Phone
Fax
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(905) 796-5008
(905) 450-6343 |
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Email
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ben_holyday@scotiamcleod.com |
| The cornerstones of my business beliefs are exceptional service and acting in my clients' best interests. I take the time to get to know my clients and firmly believe in honest, respectful and lasting relationships. |
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Ben began his career as a financial advisor in 1994 working for a mid-tier firm in downtown Toronto. Since that time he has acquired an expert knowledge of the financial services industry. He is a fellow of the Canadian Securities Institute and a Certified Financial Planner. Ben was educated at both Ryerson University and the University of Toronto and lives in Caledon, Ontario.
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Investment Philosophy and Process
I am commited to a conservative portfolio approach that is aligned with your personal risk profile and the required investment returns to meet your goals. I believe strongly in a fee-based investment approach and, as an options licensed advisor look to augment portfolio returns through the use of conservative options' strategies.
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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.
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Mailing Address
1 Nelson Street West
Suite 6
Brampton ON L6X 3E4
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All insurance products are sold through ScotiaMcLeod Financial Services (Ontario) Inc. ScotiaMcLeod Financial Services (Ontario) Inc. is an insurance subsidiary of Scotia Capital Inc., a member of the Scotiabank Group. When discussing Life Insurance Products, ScotiaMcLeod Investment Executives are acting as Life Underwriters representing ScotiaMcLeod Financial Services (Ontario) Inc. |
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