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Jeff Hartnell CFP
Associate Director, Branch Manager |
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Phone
Fax
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(519) 571-3714
(519) 742-0680 |
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Email
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jeff_hartnell@scotiamcleod.com |
| We will work with you to help assess your whole financial situation by utilizing our six-step process. We promise to deliver objective, conservative and simple solutions to help you achieve your financial goals, along with peace of mind and security. We are committed to providing on-going reviews and regular reassessments to improve our level of success. All of our services will be delivered in a friendly, professional and timely manner. |
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Jeff Hartnell, CFP, has over 20 years experience in the financial services industry, with the last 5 years at ScotiaMcLeod. Prior positions held were management roles with Scotiabank and Montreal Trust. Jeff is licensed as a Certified Financial Planner (CFP) and is a member of the Canadian Association of Financial Planners. Jeff strongly emphasizes the importance of financial planning, specializing in retirement and estate planning.
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Investment Philosophy and Process
Jeff and his team build successful financial relationships by providing simple, conservative and strategic solutions to help our clients achieve their financial goals.
Financial Planning:
* The cornerstone of our strategy is a clear understanding of your financial and personal goals and objectives, with written plans critical to our success.
Disciplined Investment Beliefs:
* Clear understanding of your risk tolerances and needs
* Managing risk is a primary objective. We believe that asset allocation and diversification are crucial to reducing volatility and enhancing performance.
* Focus is on long term performance rather than short term results.
* Time in the market, not market timing is the best approach.
* Written Investment Policy Statements acknowledge objectives and risk tolerances and are an important element in the overall investment strategy.
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Service Approach
As your ScotiaMcLeod advisor - together with my Investment Associate, Andrea West - our goal is to bring together a team of professionals to provide you with the total expertise and solutions you require to achieve your overall financial objectives:
* Professional Money Managers from leading firms across the world provide you with a high level of expertise and long-term success.
* ScotiaMcLeod's insurance and tax specialists provide in-depth support and guidance.
* Objective, top-rated research, economic reports and portfolio advisors aid us in the development of investment solutions.
* A dedicated team of associates directly servicing your financial needs to ensure exceptional client service.
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Trusted Advice
By adopting a systematic six-step process, our strategies and solutions become much more focused on you as an individual. A well-designed financial plan will help you reach your financial objectives and goals, and provide a greater sense of security and peace of mind.
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Mailing Address
55 King St W,
Ste 1001
Kitchener, ON N2G 4W1
1-800-265-6360
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Additional Team Members:
Steve Lockner, Investment Executive
(519) 571-3716
steve_lockner@scotiamcleod.com
Andrea West
Investment Associate
(519) 571-3712
andrea_west@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 Investment Executives are acting as Life Underwriters representing ScotiaMcLeod Financial Services (Ontario) Inc. |
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