Building Relationships for Life
Our team is dedicated to providing outstanding client experience and personalized wealth management.
We believe in developing and maintaining strong honest relationships for life. By getting to know each client on a personal basis, we are able to customize an ideal portfolio to achieve your long-term financial goals.
We have the greatest respect for your hard-earned capital and practice conservative investing for our clients, building portfolios based on a judicious choice of equities and select mutual funds where appropriate.
We provide regular account management, portfolio reviews, one-on-one meetings, pro-active calls, and honest financial advice in our fee-based service. Our dedicated and gifted Team of Experts, along with experts both inside and outside ScotiaMcLeod, strives for your future financial success.
This Month - May 2012
If you’re entering retirement or in retirement but your investments aren’t delivering income, please read my article – Earning Income in Retirement – then call me to find out how I can work with you to achieve your goals.
Seminar – What You Need to Know About Owning US Property
Join us May 30th for an informative session on owning US Property. My guests and I will walk you through the tax implications of owning and renting US property, the impact on your estate, and how to determine if making the decision to buy is the right one. Get the full details.
Seminar – Cottage Succession
Keep the family cottage in the family. Join us June 6th for this informative session and learn the strategies for ensuring the cottage stays in the hands of those whose memories are entrenched there. Get the full details.
Seminar – Lunch and Learn Series for Business Owners
This 8-part series covers a range of topics, from business succession planning to saving tax through income splitting with family members. Held the first Thursday of the month, get the full details and sign up for the sessions that interest you most.
May is Leave A Legacy month in Canada. When you leave a gift to a charity in your will or estate plan, you leave a legacy, and continue to make a difference in the lives that follow.
As a supporter of Leave A Legacy, this month’s lunch and learn session addresses charitable giving. Join us May 3rd at noon – call the office to sign up.
Raising Money-Smart Kids
Teaching our children and grand-children about money can be fun, while providing an important life lesson.
Let me introduce you to Robin Taub, author of “A Parent’s Guide to Raising Money-Smart Kids.”
Well worth the read.
