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Our team of three is available to help you with all of your Wealth planning needs. We specialize in the manangement of personal segregated portfolios for the individual investor.
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Investment Philosophy and Process
Our mission is to manage investment portfolio's in a way that will provide the highest possible comfort level for our clients. Our focus remains on selecting investments according to each individual's investment objectives, time horizon, income and liquidity needs, personal tax situation and risk tolerance. Direct personal contact is an important step in our process.
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Service Approach
We work with our clients on an ongoing basis by helping them to define their investment profile and review as circumstances change. Personal and regular contact is a critical element of our value proposition. As an integral part of the Scotiabank family, our group has extensive resources available to it. We have continuous access to comments and recommendations from our Research analysts and Economists.
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Trusted Advice
With years of experience and training our team provides the frame work and discipline necessary for successful and conservative long term growth.
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Mailing Address
40 King St W., Suite 3520
PO BOX 310
Toronto ON M5H 3Y2
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Additional Team Members:
Brenda Walker, FMA
Investment Associate
(416) 865-6424
brenda_walker@scotiamcleod.com
Pamela Leeuwestein
Administrative Associate
(416) 865-6422
pamela_leeuwestein@scotiamcleod.com
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Business Links:
ScotiaMcLeod is not responsible for external websites linked to from ScotiaMcLeod.com.
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(416) 865-6423
1-800-565-3046
(416) 865-6401
