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The Warner Group
The Warner Group |
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With over 20 years in the financial services industry, Karen's forward thinking has developed a team of individuals that contribute to her high standards of value based service excellence. Each member of the group brings individual strengths that create a well thought out and executed plan for each client.
The Warner Group believes that each client is a friend, providing clients with a professional open door policy. Their client's success is based on the groups ability to simplify complex concepts and effectively address personal and sensitive issues. This allows clients to feel comfortable as they move through the step-by-step process and unique life discussions. Through this planning process, the goal is to eliminate any financial disorder in their lives and allow them to control their money and wealth more effectively.
Based on the individual clients needs, plans include investments, education, retirement, life transitions and estate matters.
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Investment Philosophy and Process
Through our life discussions and planning process, our goal is to eliminate any financial disorder in your life and allow you to control your money and wealth more effectively.
1. Understanding your needs and goals.
2. Assess your financial situation.
3. Develop customized solutions for you and your life.
4. Partner with you to develop a plan from the solutions that we can develop and commit to together.
5. Implement your plan.
6. Review and adjust your plan as needed
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Service Approach
Our long-term approach to investment planning also extends to our client relationships with an emphasis on building relationships for life. Through our relationship with you, the goal is to help shape your future so that you can live the life of your dreams.
We know that life is about more than just wealth; it is about taking the time to understand you, your needs and issues, creating the best possible solution for you. Together, we will clarify your goals and dreams and help you create a plan, commit with you to that plan, implement your plan and maintain your plan making adjustments along the way. Through personal meetings, reviews and advice we will draw on the resources of our team, ScotiaMcLeod and Scotiabank as well as additional experts from our established network of professionals.
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Trusted Advice
We are in the relationship building business. Trusted advice is the cornerstone of our business. Our client’s success is based on our team’s ability to simplify complex concepts and effectively address personal and sensitive issues. This allows our clients to feel comfortable as they move through our step-by-step process and unique life based discussions. Through this planning process, the goal is to eliminate any financial disorder in their lives and allow them to control their money and wealth more effectively.
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Mailing Address
265 N. Front Street
Suite 410
Sarnia ON
N7T 7X1
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Additional Team Members:
Julie Brady-Campbell,FMA, CSA
Investment Associate
519-344-3224
julie_bradycampbell@scotiamcleod.com
Maureen Brown,
Administrative Associate
519-344-3151
maureen_brown@scotiamcleod.com
Nancy Dechet, BA
Administrative Support Assistant
519-344-3151
maureen_brown@scotiamcleod.com
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All insurance products are sold through ScotiaMcLeod Financial Services Inc.,
the insurance subsidiary of Scotia Capital Inc., a member of the Scotiabank Group.
When discussing life insurance products, ScotiaMcLeod Investment Executives and
Financial Planners are acting as Life Underwriters (Financial Security Advisors in
Quebec)
representing ScotiaMcLeod Financial Services Inc |
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519-344-3199
1-866-648-5566
519-344-3321
