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The Mountford Group
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Investment Philosophy and Process
Worthwhile goals take time and planning to reach. To bring our clients' long-term goals closer, we help them analyze their current financial situation and create a consolidated, cohesive financial strategy. Over time, we 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, we review the progress our clients are making towards their goals and make whatever adjustments are required to their overall plan.
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Service Approach
Trust is the most important factor in a successful advisor/client relationship. We are committed to providing our 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
We provide our clients with proven industry-leading expertise and the personalized solutions to help make their financial goals a reality.
Total Financial Solutions: We are backed by a team of specialists within ScotiaMcLeod, as well as from Scotiabank and Scotia Private Client Group. This allows us to access the required expertise to provide our clients with a comprehensive financial strategy that addresses all of their needs and goals.
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Mailing Address
Scotia Plaza
40 King St. West
Main Floor Investor Services Branch
Toronto ON M5H 3Y2
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Additional Team Members:
Mohit Vikrant, CFP, CIM, FCSI
Investment Associate
(416) 945-4950
mohit_vikrant@scotiamcleod.com
Linda Mountford
Investment Executive
(416)863-7193
linda_mountford@scotiamcleod.com
Kim Kelly
Investment Associate
(416)866-7886
kim_kelly@scotiamcleod.com
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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 Financial Planners are acting as Life Underwriters representing ScotiaMcLeod Financial Services (Ontario) Inc. |
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(416) 866-7887
1-800-399-8520
(416) 866-4555
