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My Commitment
I
bring together all the expert services and support available within the Scotia Group of Companies. I also work with tax and legal experts outside ScotiaMcLeod. Many of my clients already have an accountant or lawyer working for them. In that case, I bring these individuals into my contact process so that clients' existing experts are accessible. If you are looking for someone to help with tax or legal issues, I will be more than happy to help you find someone.
 

My Commitment to My Clients 

  • Personalized investment policy statement 
  • Face-to-face annual meetings
  • Personalized annual progress reports
  • Year-end tax reporting
  • Gain/loss reporting for your income tax filing
  • Personalized contact schedule during the year.
  • Annual performance reporting
  • Free parking
 
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