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Oliver Perilla,
B. Com
Wealth Advisor |
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Phone
Fax
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(514) 287-2910
(514) 287-2963 |
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Toll Free
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1-800-839-4183 |
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Email
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oliver_perilla@scotiamcleod.com |
| I build solid relationships with my clients, ones based on trustworthiness, professionalism and integrity. My priority is to optimize my clients' portfolio and preserve their capital while taking into consideration their distinctive financial situation. In other words, I intend to understand, educate and enhance my clients' knowledge. |
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Investment Philosophy and Process
To help my clients achieve their goals with greater peace of mind, I adhere to a disciplined investment philosophy that is focused on long term performance while managing risk. Through a systematic process, I develop, discuss and document an appropriate financial strategy to reach my clients’ personal goals. This plan is an ongoing guide for my monitoring of their investment portfolio and my advice on achieving their overall financial strategy.
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Service Approach
My clients can rely on ready access to quality information and trusted advice to ensure their financial plan is on track to achieve their goals. This is supported with a personal client service agreement that I develop with each client. A focus of my ongoing service is to help my clients understand key financial issues through one-on-one discussions, regular reviews, and personalized advice.
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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.
Total Financial Solutions: 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.
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Additional Team Members:
Evelyn Plourde
Administrative Assistant
514-287-2936
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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 (Quebec) Inc. ScotiaMcLeod Financial Services (Quebec) 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 Financial Security Advisors representing ScotiaMcLeod Financial Services (Quebec) Inc. |
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