Director, Wealth Management
ScotiaMcLeod®, a division of Scotia Capital Inc.
Our team of experts draw on the experience of our firm, founded in 1921, and follow our motto of Building Relationships for Life. We maintain our reputation by providing excellent service, and by doing what is right for our clients.
Having had an online presence for my clients since 1996, I am a leader in communicating the world of investments to my valued clients. An informed investor is the best customer, and tends to achieve better long term returns. I keep in touch with my clients regularly through my electronic newsletter, and with ongoing personal account reviews.
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.