Worthwhile goals take time and planning to reach. To bring our clients' long-term goals closer, we help them analyze their current financial situation and create a consolidated, cohesive financial strategy. Over time, we work with them to implement strategies to take care of their investment, income and asset protection, will and estate planning, banking, and borrowing needs.
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.
Our Services are: Investment Planning
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 investment strategy that addresses all of their needs and goals.
The CPMS Core 20 Model Portfolio The Core is greater than the sum of its parts. The CPMS (Computer Portfolio Management Service) Core 20 provides participation in up markets and protection in down markets. This portfolio is selected from the CPMS 200 the largest 200 equities in Canada. Style diversification is achieved by combining 10 aggressive and 10 conservative stocks. The portfolio is also diversified by limiting the number of stocks per CPMS sector.
Personal and Private Banking Services Top notch personal day-to-day banking services offered through your regular branch, or customized private banking services tailored to your needs for a feeyou can choose.
Retirement Planning Registered retirement products, including RRSPs, RRIFs and annuities. Also, read about our process and strategies to help you secure your financial future.
Estate Planning Detailing everything that you need to know about developing an overall plan to guide all your estate planning decisions.
Insurance Planning Insurance solutions help define your complete financial strategy and deliver on our Client Commitment to provide you with recommendations that encompass your entire financial picture.
Education Planning Guidance on how to maximize the value of your Registered Education Savings Plans (RESPs), and information about other options.