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Burak Hannon Brojde Group
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Please visit us at www.thebhbgroup.com
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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.
We are committed to providing you with superior advice and service such as:
- Complete annual portfolio review
- Timely updates on your holdings
- Monthly portfolio evaluations
- Year end tax planning as well as reporting
- Access to research
- Estate and retirement planning
- Personal or business insurance (including disability and annuities)
- Summary of Cash Flow estimates
- Private banking
- Online account access
- Prompt service
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Trusted Advice
We have the commitment and depth of resources at ScotiaMcLeod to provide our clients with peace of mind through ongoing trusted advice and personalized solutions.
We provide our clients with proven industry-leading expertise and the personalized solutions to help make their financial goals a reality.
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
1002 Sherbrooke St W, Suite 2140
Montreal QC H3A 3L6
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Additional Team Members:
Lawrence Farrugia
Investment Associate
(514) 287-2946
lawrence_farrugia@scotiamcleod.com
Eric Machado
Administrative Associate
(514) 287-2949
eric_machado@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 (Quebec) Inc. ScotiaMcLeod Financial Services (Quebec) Inc. is an insurance subsidiary of Scotia Capital Inc., a member of the Scotiabank Group. When discussing Life Insurance Products, ScotiaMcLeod Financial Planners are acting as Financial Security Advisors representing ScotiaMcLeod Financial Services (Quebec) Inc. |
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(514) 287-2917
1-888-497-2027
(514) 287-2951
