Process & Philosophy

We Always Maintain Long-Term Thinking

Process & PhilosophyAt ScotiaMcLeod, we take a long-term, disciplined approach to investing. Your affairs are monitored continuously to ensure that your strategies remain appropriate for your situation.

Our financial solutions are personalized to your needs, employing a team of specialists to deliver solutions for all facets of your financial life. If you are attracted to using a conservative, long-term investment approach, we invite you to invest in growing businesses; investments that you understand and have confidence in. Our aim is to make sure your portfolio isn’t a reason you can’t sleep at night.

What Does This Mean for You?

Your financial needs, goals, and circumstances are not static; your financial plans should not be either. To help you achieve peace of mind, we follow a disciplined and systematic advisory process. We take the time to understand your full set of financial goals and current needs, including undertaking a thorough assessment of your financial situation and your future goals.

Our action plan closes the gap between where you are today and where you want to be. After presenting an integrated financial strategy that outlines specific steps to help you achieve your goals, we implement the recommendations that we have discussed and agreed on – and then review our progress regularly.