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John Tanasichuk, FMA
Wealth Advisor
Life Underwriter |
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Phone
Fax
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(250) 868-5510
(250) 862-3599 |
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Email
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john_tanasichuk@scotiamcleod.com |
| I help you achieve peace of mind by using a disciplined process to deliver original solutions designed to protect your interests & achieve your personal & financial goals. |
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I entered the Financial Services Industry in 1992 as an insurance agent. In 2000, I expanded my expertise to include the Securities Industry. I use my insurance and securities experience to provide my clients with a complete, comprehensive financial plan.
Because I provide Total Financial Solutions, I will use products from all areas of the Financial Industry. Where appropriate, I will combine securities products with insurance products to develop your Total Financial Solution.
I believe that the clients' interests must take precedence over mine, or any of the companies we deal with.
I believe in referring to experts where needed.
I believe in providing complete, simple and understandable solutions.
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Investment Philosophy and Process
I am committed to achieving your goals and objectives by developing a portfolio using a geographically diversified strategy. I will also select complimentary investments to take advantage of any expected market, political and economic conditions.
Through a defined process we will focus on preservation of your capital and providing realistic returns in any economic environment.
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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 will help you implement and maintain a customized plans that recognizes your 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 you a full range of financial services.
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Trusted Advice
By drawing on a team of experts, I develop integrated financial solutions that meet your needs. I always act in your best interests, providing advice and service designed to exceed your expectations.
My goal is to earn the position as your Trusted Advisor by providing you, superior service, realistic returns in all market and economic conditions & using a defined process to develop and monitor your total financial solution.
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Mailing Address
#600-1620 Dickson Ave
Kelowna BC
V1Y 9Y2
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Additional Team Members:
Brenda Knight
(250) 868-5504
brenda_knight@scotiamcleod.com
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TM Trademark used under authorization and control of The Bank of Nova Scotia. All insurance products are sold through ScotiaMcLeod Financial Services Inc. ScotiaMcLeod Financial Services Inc. is an insurance subsidiary of Scotia Capital Inc., a member of the Scotiabank Group. When discussing Life Insurance Products, ScotiaMcLeod Investment Executives are acting as Life Underwriters representing ScotiaMcLeod Financial Services Inc. |
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