|
After graduating with a Bachelor of Commerce degree from Queen's University, I worked for several years as a management consultant with many of North America's largest and most respected financial institutions.
|
|
Investment Philosophy and Process
Your financial needs, goals, and circumstances are not static; your financial plans should not be either. To help you achieve peace of mind, I follow a disciplined and systematic advisory 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.
|
|
Service Approach
My clients deserve to receive candid, well-researched recommendations that take their total financial picture into consideration. A core component of my ongoing service is to help you understand key financial issues through one-on-one discussions, regular reviews, and personalized advice.
|
|
Trusted Advice
I help my clients achieve peace of mind by providing trusted advice and personalized solutions to meet their financial goals.
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.
|
|
Mailing Address
675 Cochrane Drive, Suite 115
Markham ON L3R 0B8
|
|
|
Additional Team Members:
Ruth Savage
Administrative Associate
(905) 479-8257
ruth_savage@scotiamcleod.com
|
|
|
Business Links:
ScotiaMcLeod is not responsible for external websites linked to from ScotiaMcLeod.com.
|
