|
As an investment advisor I feel it is my duty to help you protect your assets, preserve what you've worked so hard for and plan for your future. With over 5 years of financial industry experience and education I have a background that enables me to understand my clients unique situations and enahnce their financial situation. I help my clients preserve their capital and grow their wealth through trusted advice and personalized financial solutions.
|
|
Investment Philosophy and Process
To help my clients achieve their goals with greater peace of mind, I adhere to a disciplined investment philosophy that is focused on long term performance while managing risk. Through a systematic process, I develop, discuss and document an appropriate financial strategy to reach my clients’ personal goals. This plan is an ongoing guide for my monitoring of their investment portfolio and my advice on achieving their overall financial strategy.
|
|
Service Approach
Trust is the most important factor in a successful advisor/client relationship. I am committed to providing my clients with objective analysis, professional advice, and prompt service on the financial issues that are of importance to them.
|
|
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.
|
|
Mailing Address
620 Saint-Jean Blvd. #102
Pointe-Claire QC H9R 3K2
|
|
|
Additional Team Members:
Pina Vari
Administrative Associate
Tel.: 514-428-8406
pina_vari@scotiamcleod.com
Agnes Beri
Administrative Associate
Tel.: 514-428-8429
agnes_beri@scotiamcleod.com
|
