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Together with our ScotiaMcLeod Team of Experts, as well as our extensive outside network of legal, accounting and actuarial professionals, we can help you to feel confident and secure about your plan through ongoing advice and personalized solutions.
We encourage our clients to learn, understand, and most of all, trust our process. Successful investing is not all about returns, it’s about controlling risk. Our strategies for long term investment success are based on three fundamental tenets developed by John Trim: delegation, diversification and emotional distance. With over twenty five years of wealth management experience, our process is a proven investment approach.
*Services provided by partners within Scotiabank. For details please see disclaimer.
** Private Banking and Trust Services offered through Scotia Wealth Management.