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The Greenard Group
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At the Greenard Group, we build partnerships with our clients by providing total financial solutions aligned with their specific needs and goals. We are committed to acting in the best interest of our clients and offer advice and service that is designed to exceed their expectations. Our team specializes in providing personalized solutions. We assist with wealth preservation, wealth transfer and philanthropic goals. With a focus on building conservative portfolios, charitable gift giving and tax efficient strategies, we help our clients maximize their wealth for today and for future generations. We understand the importance of earning our client's business. That is why we are dedicated to doing everything we can to help them reach their financial goals.
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Investment Philosophy and Process
Our experience and personal commitment help us build sound financial solutions and solid client relationships. We help our clients put together a successful financial strategy that is sensitive to their risk tolerance, while furthering their financial vision and life goals. Through a systematic approach, we develop, discuss and document an appropriate financial solution to reach their personal goals. Our team of experts take a detailed look at our clients' lives for a more complete financial strategy. We consider everything from investments, risk management and tax planning to cash flow management, small business or personal lending and Will and estate planning. Our comprehensive planning process guides the development and implementation of our clients' total financial solution. Regular review and refinement ensures its on going success. Personalized solutions turn financial goals into reality.
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Service Approach
Clients are the focus of everything we do. To ensure they receive the level of service they deserve, we establish a clearly articulated service commitment with them. We work with our clients on an ongoing basis to help define their investment profile and review as circumstnaces change. Personal and regular contact is a critical element of our value proposition. Through regular communication we remain up-to-date on their needs and goals. This allows us to monitor and refine their strategy to reflect ongoing changes when necessary. Regular communication also ensures that our clients are kept fully informed about market and industry trends. We help our clients implement and maintain customized plans that recognized their evloving financial situations through one-on-one meetings, regular reviews and ongoing personal advice.
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Trusted Advice
Trust is the foundation of our relationships. The industry-leading expertise and personalized solutions we deliver to our clients fosters a mutually rewarding partnership. Our team capitalizes on the power of a total financial solutions to maximized opportunities while managing potential challenges. The continued involvement of seasoned professionals from across the Scotiabank Group and other professionals integral to our clients' situation, along with regular reviews built into our relationship managment process, enables us to deliver a plan capable of closing the gap between where our clients are today and where they want to be.
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Mailing Address
Suite 400 - 1803 Douglas St.
Victoria, BC V8T 5C3
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Additional Team Members:
Denise Gardner
Administrative Associate
(250) 389-2155
denise_gardner@scotiamcleod.com
Paul Coridor
Insurance Consultant
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Business Links:
ScotiaMcLeod is not responsible for external websites linked to from ScotiaMcLeod.com.
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TM Trademark used under authorization and control of The Bank of Nova Scotia. 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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(250) 389-2137
1-800-663-1855
(250) 389-2135
