s a Wealth Advisor with ScotiaMcLeod in Ottawa, I’ve been advising clients on retirement and investing for over 12 years. My approach differs significantly from that of most other advisors because it is distinctly client-centered: The focus is on service, not sales. I believe it’s more important to establish solid, long-term relationships with clients than to simply sell them products. That’s why I’ve designed a unique four-step investment process, known as the Road Map, to help clients meet their goals. The first step involves talking to clients about their needs and concerns to create a customized investment policy statement. This is the cornerstone of my service-oriented approach.

 I also believe that each client’s retirement plan should look beyond the numbers to explore lifestyle issues and other facets of retirement. Helping clients understand what this major life transition may mean for them is a significant part of my service.

 

As your primary advisor, I add value by working as the quarterback for your financial plan, putting you in touch with the experts you need and acting as an effective guide and coach. Please feel free to contact me directly with any question.