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Brent Keylock, CFP, FMA, FCSI
Financial Planner |
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Phone
Fax
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(403) 356-7032
(403) 356-7026 |
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Toll Free
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1-866-398-4597 |
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Email
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brent_keylock@scotiamcleod.com |
| I help my clients achieve peace of mind by providing trusted advice and personalized solutions to meet their financial goals. |
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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 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 I develop with each client. A focus of my ongoing service
is to help my clients understand key financial issues through one-on-one discussions, regular reviews, and personalized advice.
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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.
Total Financial Solutions: I am backed by a team of specialists within ScotiaMcLeod, as well as from Scotiabank and Scotia Private
Client Group. This allows me to access the required expertise to provide my clients with a comprehensive financial strategy that
addresses all of their needs and goals.
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Mailing Address
ScotiaMcLeod, Central Alberta
4320-50th Ave
201 Red Deer AB
T4N 3Z6
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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 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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