 |
|
|
|
|
 |
Leon Aram, P.Eng
Wealth Advisor
Director - Wealth Management |
|
 |
 |
 |
Phone
Fax
|
(416) 226-7440
(416) 226-7408 |
|
|
|
|
Email
|
leon_aram@scotiamcleod.com |
| I help my clients achieve peace of mind by providing trusted advice and personalized solutions to meet their financial goals. |
|
|
|
|
Investment Philosophy and Process
Worthwhile goals take time and planning to reach. To bring my clients' long-term goals closer, I help them analyze their current financial situation and create a consolidated, cohesive financial strategy. Over time, I work with them to implement strategies to take care of their investment, income and asset protection, will and estate planning, banking, and borrowing needs. On a regular basis, I review the progress my clients are making towards their goals and make whatever adjustments are required to their overall plan.
|
|
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.
|
|
Trusted Advice
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.
|
|
Mailing Address
Madison Center
4950 Yonge Street, Suite #1200
Toronto, ON M2N 6K1
|
|
|
Additional Team Members:
Rafi Katz
(416) 226-7473
rafael_katz@scotiamcleod.com
|
|
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 Financial Planners are acting as Life Underwriters representing ScotiaMcLeod Financial Services (Ontario) Inc. |
|
|
|
|
