H & L Capital - ScotiaMcLeod Calgary - Wealth Planning

By: H & L Capital  09-12-2011
Keywords: Wealth Planning

Wealth Planning
What Is Important To You?
Our mandate is to help our clients achieve their financial goals and we will ensure that they receive the expert advice they require to grow, protect and transfer their wealth.  Using a combination of our personal contacts and relationships, along with ScotiaMcLeod’s extensive Team of Experts, we are able to provide professional and knowledgeable advice for every financial plan.  
Your Primary Advisors provide portfolio advice and execution and will work with your existing professional team to incorporate your legal and tax situation into a complete financial strategy.
Hugh Hamill, Michael Leahy, Azeem Virjee, Robert Wolfson, Derek Hamill, Janet Valois 

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The Investment & Administrative Associates provide day to day servicing of your accounts.
Bernie Lee, Joy Rossiter, Gillian Dinning, Michel Lefebvre
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If you do not already have professional wealth planning support in place, we can recommend high quality professionals to work with you.
 
 
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Keywords: Wealth Planning

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