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Korrie Miller BBA CSC
Investment Executive |
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Phone
Fax
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(403) 528-5779
(403) 529-1295 |
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Toll Free
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1-800-667-4040 |
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Email
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korrie_miller@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 long-term approach to investment planning also extends to my client
relationships with an emphasis on building relationships for life. I've
helped my clients implement and maintain customized plans that
recognize their evolving financial situations, through one-on-one
meetings, regular reviews, and ongoing personal advice. I draw on the
depth of resources of ScotiaMcLeod and Scotiabank to offer a full range
of financial services to my clients.
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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
516 3rd Street SE
Medicine Hat AB
T1B 0H3
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Business Links:
ScotiaMcLeod is not responsible for external websites linked to from ScotiaMcLeod.com.
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