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Robert Wolfson
Investment Executive |
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Phone
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(403) 213-7342
(403) 298-4044 |
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Email
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robert_wolfson@scotiamcleod.com |
| My mission is to meet and exceed client expectations of goals and service, at every point of contact, by delivering customized and personal financial solutions based on their individual objectives. |
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I am a born and raised Calgarian. I obtained a diploma in Financial Services from the business administration department at SAIT. In 1999, I began my career with ScotiaMcLeod. During the past 6 years I have developed my industry experience by assisting a large advisory team in financial planning and taking care of investment portfolios.
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Investment Philosophy and Process
I am committed to a conservative portfolio approach that is aligned with your personal risk profile and the required investment returns to meet your goals. I establish and deliver on your personal plan through a disciplined process. Through this process I closely monitor your portfolio and advise you on the required actions to keep it on track to meet your long-term goals.
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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.
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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Mailing Address
Suite 300
119 6th Avenue SW
Calgary, AB T2P 0P8
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Additional Team Members:
Jamie Beddis
(403) 298-7841
jamie_beddis@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 Inc. ScotiaMcLeod Financial Services 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 Inc. |
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