|
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.
Investment Management |
|
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.
 Shamsh Moosa — Wealth Advisor
As your ScotiaMcLeod advisor, I specialize in financial planning and portfolio management with premier investment service for all my clients and their families. One of the programs I offer my clients is the Partnership Plus Program. My commitment to you includes: Scheduled Reviews, Portfolio Management and Efficient Reporting. |
Personal and Private Banking Services |
|
Customized banking services tailored to your needs.
 Louise Jacobs — Private Banker
As a client of Shamsh Moosa at ScotiaMcLeod, you can enjoy seamless access to the private banking services at a reduced fee. Working with our team of credit specialists, Louise will facilitate all your borrowing needs. This includes arranging favourable mortgages, term loans or lines of credit. Access customized lending solutions that meet the demanding requirements of complex tax and asset structures. Whether those include personal and/or holding company borrowing arrangements, leveraging multiple asset classes or availing of loans in multiple currencies to ensure the preservation of foreign exchange strategies, Louise is able to deliver innovative borrowing solutions. |
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.
 Colin Aldorfer — Senior Advisor
As part of Shamsh’s team of wealth experts, we offer complete insurance expertise to help you reach your financial objectives. We provide a wealth of knowledge, experience and insight to deliver a variety of solutions that meet your needs and goals, including wealth creation, enhancement, and preservation; income creation and replacement; tax minimization and tax efficient asset accumulation and distribution; business coverage and succession planning; charitable giving and more. We offer professional, objective advice and explore all available insurance strategies to assist in developing your financial plan. |
Estate Planning |
|
Detailing everything that you need to know about developing an overall plan to guide all your estate planning decisions.
 Judi Meyer — Senior Financial Planning Consultant
Judi is engaged in the development of your individual plan and provides objective advice as a member of the Financial and Estate Planning Group. With access to other professionals integral to your strategy, the Group is able to examine your entire financial situation and recommend a highly tailored solution.
|
Contact Us Today!
|
