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Gary Howell
Director, Wealth Advisor |
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Phone
Fax
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(250) 389-2118
(250) 389-2158 |
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Email
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gary_howell@scotiamcleod.com |
| I help my clients achieve peace of mind by providing trusted advice and personalized solutions to meet their financial 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
Trusted advice is the cornerstone of my business. The industry-leading expertise and personalized solutions I deliver to my clients are the basis of that trust, and of our mutual success.
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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Mailing Address
Suite 400, 1803 Douglas St.
Victoria BC
V8T 5C3
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Additional Team Members:
Leanne Engen
Financial Planner
(250)389-2120
leanne_engen@scotiamcleod.com
Michele Cranny
Administrative Associate
(250) 389-2154
michele_cranny@scotiamcleod.com
Kathryn Manson
Administrative Assistant
(250) 389-2133
kathryn_manson@scotiamcleod.com
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