As a Scotiabank Investment Specialist Associate, I am committed to helping my clients feel more confident in their financial future.
My clients define investments success – I help them get there with trusted advice and solutions that support their vision. Drawing on my investment expertise and years of financial planning experience, I build customized financial plans that help bring their investment and retirement goals to life. A tailored plan allows them to savor today while preparing for their needs and the needs of their family in the future. My clients also appreciate the flexibility of meeting at a time and location that works with their schedule.
Using a disciplined approach, I advise on the following valuable services:
– Goals/financial assessment
– Customized financial planning
– Tailored investment solutions
– Retirement and retirement income planning
– Tax-deferral strategies
I place a premium on partnerships to help my clients manage their entire financial picture, working with specialized professionals at Scotiabank for tax and estate planning, business succession and financing needs.
As a member of Scotiabank’s Investment Specialist team, my clients enjoy the peace of mind that comes with working with a leading Canadian financial services provider that is dedicated to helping customers become financially better off.
- Will & Estate planning
- Taxation planning
- Investment management
- Succession planning