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Bess Fennell CFP
Wealth Advisor |
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Phone
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(905) 796-5004
(905) 450-6343 |
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Email
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bess_fennell@scotiamcleod.com |
| I help my clients achieve peace of mind, offering individual wealth analysis through the financial planning process. Together, we will work together to establish and meet your goals. |
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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.
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Service Approach
My long-term approach to investment planning also extends to my client relationships with an emphasis on building relationships for life. I've helped my clients implement and maintain customized plans that recognize their evolving financial situations, through one-on-one meetings, regular reviews, and ongoing personal advice. I draw on the depth of resources of ScotiaMcLeod and Scotiabank to offer a full range of financial services to my clients.
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Trusted Advice
I provide my clients with proven industry-leading expertise and the personalized solutions to help make their financial goals a reality.
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Mailing Address
1 Nelson Street
Brampton ON L6X 3E4
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Additional Team Members:
Robert Lesco
(905) 796-5003
robert_lesco@scotiamcleod.com
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Business Links:
ScotiaMcLeod is not responsible for external websites linked to from 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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