The Fournier Montgomery Group - Oakville ScotiaMcLeod - our services

By: The Fournier Montgomery Group  09-12-2011

On a regular basis, we review the progress our clients are making towards their goals and make whatever adjustments are required to their overall plan.

- A documented investment strategy that is based on a thorough assessment of your individual needs and guides portfolio monitoring and recommendations.

- We are backed by a team of specialists within ScotiaMcLeod, as well as from Scotiabank and Scotia Private Client Group. This allows us to access the required expertise to provide our clients with a comprehensive financial strategy that addresses all of their needs and goals.

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Other products and services from The Fournier Montgomery Group


The Fournier Montgomery Group - Oakville ScotiaMcLeod - estate planning

To give you general information on estate planning and some of the issues you need to consider, we offer our Practical Perspectives on Estate Planning Handbook. The financial component deals with the assets that you have and whether they will be sufficient to provide for your beneficiaries once they are distributed.


The Fournier Montgomery Group - Oakville ScotiaMcLeod - financial planning

These recommended solutions will guide all retirement, estate, tax, investment, and education planning decisions integrated with your overall financial strategy. The Fournier Montgomery Wealth Management team specializes in working with clients to design and implement strategies for their financial future. It is this of strategy that will ensure you are in the right position to help achieve your financial goals.


The Fournier Montgomery Group - Oakville ScotiaMcLeod - retirement planning

The Fournier-Montgomery Wealth Management team offers a Retirement Planning Handbook designed to provide an overview of the retirement planning process and the steps you can take to make sure you have done everything you can to plan for your retirement years.


The Fournier Montgomery Group - Oakville ScotiaMcLeod - in our community

Members of the group, together with their families, have been active participants in the annual Relay for Life event since the first year that the fundraising event was introduced in Oakville. In addition, Andy is involved with general fundraising, sponsorship for low-income families that can?t afford to send their children, and is also the current Chair of the Board of Directors.