Our principles
Over a quarter-century, I have witnessed a massive shift in the investment industry. Too many advisors act as salespeople instead of trusted partners, pushing products and prescribing solutions before assessing the entirety of the clients’ picture.
- My team and I will do what it takes to understand you and get to know you and your family as people.
- Our approach is not one-size-fits-all. Once we know you, we are well-positioned to tailor solutions to fit your needs.
- We will measure your performance against your goals – your unique benchmarks – rather than against the markets.
- If you are a business owner, your company will likely represent more than half the value of your estate when you decide to divest. We are experts in managing this delicate and challenging issue, but every business owner has different needs.
- Our clientele includes female professionals and affluent women (both married and single) who appreciate how deeply we recognize the unique relationship women have with money and our commitment to providing individualized strategies.
- There are so many investment advisors who don’t prioritize their clients’ interests. We are proud to put our clients first in every way.
- At ScotiaMcLeod®, we are free to select from an almost unlimited suite of products and advise you objectively without bias. No jamming products or solutions down your throat – we will find the best solution for your goals and needs.
- We are product agnostic – we use products that best get you to your destination, not just proprietary Scotia products.
In this age of 24/7 financial news channels and thousands of online blogs, we recommend avoiding the strong views you’ll find on business media. The media reports on what other people are investing in (such as influencers), which has no bearing on you in your context. This can lead to greed, panic, and emotional investing.
Planning is more than just forecasting portfolio performance. By continuously reviewing and adjusting your Total Wealth Plan, you’re planning for the future, as it happens.
- Once you have a big-picture plan, the journey begins.
- Planning never ends. We work to narrow the range of potential outcomes as we go along.
- Planning puts everything in context of your destination, which is never a straight line. Life changes can happen at any time. Envision me as the pilot navigating your flight path and adjusting course when necessary so we can land safely at your destination.
- My team and I will be there for you when things go poorly and when things go well.
- Learn more about my approach to Total Wealth Planning here.
Learn more about how we work by watching our video and visiting our Frequently asked questions.