Ontario – Thunder Bay – Thunder Bay
Corporation
www.scotiamcleod.com
Ontario
Thunder Bay
Thunder Bay
Corporation
active
ScotiaMcLeod has been a leader in the investment industry since
1921.
As a member of the Scotiabank family, we are well positioned to
keep you ahead in a rapidly changing financial environment.
At ScotiaMcLeod, we know that investing is more than buying and
selling stocks, bonds, mutual funds, and other investments. Our
broader role is to assist you in defining your personal
investment goals, to develop strategies to help you achieve these
goals, and to help you maintain these strategies over the long
term.
In other words, we focus on the Big Picture - and encourage you
to do the same.
Meeting your ongoing needs and earning your trust are top
priorities for everyone at ScotiaMcLeod, as we build what we hope
will be a relationship that lasts a lifetime.
For more than 75 years, this comprehensive approach to investment
advice and services has resulted in thousands of Canadians
achieving their financial and personal goals.
As a wholly-owned subsidiary of Scotiabank, we are part of one of
Canada's largest financial organizations, with over $157 billion
in assets. For many of our clients, knowing their assets are
held by a firm of this size and depth of resources gives them
great comfort.
I look forward to helping you establish a destination ... and
assuring the financial means to get there.
Country of Ownership: Canada
Year Established: 1921
Exporting: No
Primary Industry (NAICS): 523110 - Investment Banking and Securities Dealing
Alternate Industries (NAICS): 523920 - Portfolio Management
Primary Business Activity: Services
Total Sales ($CDN): $50,000,000 +
Services:
Financial advisor, Investment planning / advice
Technology:
I use the latest in technology in all phases of my business.
Of course, I have current stock quotes from the Dow Jones
Industrial quote service, as well as up-to-the-minute access to
breaking world and business news.
I have also made a personal investment in the latest in laptop
technology, and this has been extremely helpful to my many
friends/clients.
For example, I use the GlobeHysales program from the Globe - Mail
(sold only to licenced financial advisors) to help my clients
stay current on the performance, goals and holdings of their
mutual funds.
I do a risk tolerance questionnaire with all of my clients, which
helps us set financial goals within each person's comfort zone.
For those desiring a more in-depth look at their finances in
light of their life goals, we will do a detailed analysis of all
current holdings, future planned purchases (boats, cottages,
education for kids, etc). This will include dates of planned
retirement and the amount of money you would like to be living on
after retirement.
We will work with these dates and numbers until we come up with a
realistic and detailed plan for giving you peace of mind that you
will have the retirement you dream of.
And, of course, for those that already know where they are going,
we will navigate the specifics of security selection together.
Barber Ken
Kuzik John
Plumpton Pat
Ridgeway-Firman Linda
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