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Tobin/Tracey Team
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Investment Philosophy and Process
To help our clients achieve their goals with greater peace of mind, we adhere to a disciplined investment philosophy that is focused on long term performance while managing risk. Through a systematic process, we develop, discuss and document an appropriate financial strategy to reach our clients’ personal goals. This plan is an ongoing guide for our monitoring of their investment portfolio and our advice on achieving their overall financial strategy.
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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
Trusted advice is the cornerstone of our business. The industry-leading expertise and personalized solutions we deliver to our clients are the basis of that trust, and of our mutual success.
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
380 Ouellette Avenue
Suite 400
Windsor ON N9A 6x5
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Additional Team Members:
Bernadette DiPietro
Administrative Associate
519-560-4053
bernadette_dipietro@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 Investment Executives are acting as Life Underwriters representing ScotiaMcLeod Financial Services (Ontario) Inc. |
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519-560-4051
1-800-465-5978
519-258-2303
