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Wayne Armstrong
CFP, FCSI, FMA, MTI
Wealth Advisor |
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Phone
Fax
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(705) 876-3712
(705) 876-1045 |
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Toll Free
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1-800-461-7588 |
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Email
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wayne_armstrong@scotiamcleod.com |
| Planning for the future is an intricate undertaking. Success in reaching Financial goals should never be taken for granted. I help clients make smart financial choices. Choices that allow my clients to feel confident in reaching their financial goals intact and on time. That gives them more time to devote to their primary interests. |
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A native of Peterborough, Wayne has been involved in the Financial Services industry since 1978. In 1998, after 17 years with TD Canada Trust, Wayne joined MD Management. As a Senior Financial Consultant Wayne provided financial planning and investment services to physicians and their families. Joining ScotiaMcLeod as an Investment Executive in 2004 Wayne moved toward providing a full suite of investment products and services to his clients. As a Financial Planner, Wayne promotes financial planning as a cornerstone to building a prudent investment strategy and realization of goals Wayne holds the designations of: Certified Financial Planner (CFP) Fellow of the Canadian Securities Institute (FCSI) Financial Management Advisor (FMA) Member of the Trust Institute (MTI) Retirement Strategist Wayne is a Director of the Peterborough Regional Health Centre Foundation and an active participant in the Peterborough Dragon Boat Festival.
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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.
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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.
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Mailing Address
111 Hunter Street West, 2nd Floor
Box 1868
Peterborough ON K9J 7X7
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Additional Team Members:
Dympna Jones
Administrative Associate
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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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