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Investment Philosophy and Process
I am committed to a conservative portfolio approach that is aligned with your personal risk profile and the required investment
returns to meet your goals. I establish and deliver on your personal plan through a disciplined process. Through this process I
closely monitor your portfolio and advise you on the required actions to keep it on track to meet your long-term goals.
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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.
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Mailing Address
410 Front street
Sarnia ON
N7T 7X1
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Additional Team Members:
Debby Crux
(519) 660-3261
deborah_crux@scotiamcleod.com
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