 |
|
 |
|
|
|
 |
John Corrigan and Team
|
|
The John Corrigan team with:
Portfolio Manager - John Corrigan, CIM, FSCI
Investment Executive – Peter Chan, FMA, CIM
Administrative Associate – Iryna Drobysheva, BA
Team of Experts:
Senior Will & Estate Planner – Camille Kanhai
Private Banker – Eugenia Ngiam
Insurance Business Development Associate – Maddalena Marchese
|
|
Investment Philosophy and Process
We will provide you with discretionary, personalized investment management services which specifically meet the unique requirements of your business, including:
- Wealth management tailored to the specific needs of your personal assets or business
- Day-to-day maintenance of investment and assets
- Managing currency and foreign exchange issues
- Advising on tax credit scenarios across multiple jurisdictions
- Network-building and sourcing key business service providers (e.g. insurance and health)
- Planning for business succession
- Providing insights into the latest trends, emerging issues and best practices in cross-border investing
Our discretionary management team will act on your behalf, within parameters that you have defined. This means that you can focus on running your business, confident that your assets are being well managed and preserved.
My team and I will provide a solution that will diversify your personal wealth and enable the growth of your business. The depth of my team will ensure that you get the level of service and expertise that you require. Each member of my team is an accredited financial advisor.
|
|
Service Approach
Our clients can rely on ready access to quality information and trusted advice to ensure their financial plan is on track to achieve their goals.
This is supported with a personal client service agreement that we develop with each client. A focus of our ongoing service is to help our
clients understand key financial issues through one-on-one discussions, regular reviews, and personalized advice.
|
|
Trusted Advice
My expertise is in working closely with an existing team of accountants, lawyers and consultants to map out a concrete, comprehensive financial plan to grow your business, safeguard your assets, manage currency fluctuations and preserve your wealth.
|
|
Mailing Address
4950 Yonge Street
Suite 1200
North York ON
M2N 6K1
|
|
|
Additional Team Members:
Iryna Drobysheva
(416) 226-7493
iryna_drobysheva@scotiamcleod.com
|
|
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. |
|
|
|
 |