ScotiaMcLeod
Thunder Bay, ON
Company Overview
ScotiaMcLeod has been a leader in the investment industry since 1921.
As a member of the Scotiabank family, we are well positioned to keep you ahead in a rapidly changing financial environment.
At ScotiaMcLeod, we know that investing is more than buying and selling stocks, bonds, mutual funds, and other investments. Our broader role is to assist you in defining your personal investment goals, to develop strategies to help you achieve these goals, and to help you maintain these strategies over the long term.
In other words, we focus on the Big Picture - and encourage you to do the same.
Meeting your ongoing needs and earning your trust are top priorities for everyone at ScotiaMcLeod, as we build what we hope will be a relationship that lasts a lifetime.
For more than 75 years, this comprehensive approach to investment advice and services has resulted in thousands of Canadians achieving their financial and personal goals.
As a wholly-owned subsidiary of Scotiabank, we are part of one of Canada's largest financial organizations, with over $157 billion in assets. For many of our clients, knowing their assets are held by a firm of this size and depth of resources gives them great comfort.
I look forward to helping you establish a destination... and assuring the financial means to get there.
Company Information
Physical Address
1001-715 Hewitson St.
Thunder Bay, ON P7B 6B5
CA
Mailing Address
1001-715 Hewitson St.
Thunder Bay, ON P7B 6B5
CA
Additional Details
Legal Name: ScotiaMcLeod
CA
I use the latest in technology in all phases of my business.
Of course, I have current stock quotes from the Dow Jones Industrial quote service, as well as up-to-the-minute access to breaking world and business news.
I have also made a personal investment in the latest in laptop technology, and this has been extremely helpful to my many friends/clients.
For example, I use the GlobeHysales program from the Globe & Mail (sold only to licenced financial advisors) to help my clients stay current on the performance, goals and holdings of their mutual funds.
I do a risk tolerance questionnaire with all of my clients, which helps us set financial goals within each person's comfort zone.
For those desiring a more in-depth look at their finances in light of their life goals, we will do a detailed analysis of all current holdings, future planned purchases (boats, cottages, education for kids, etc). This will include dates of planned retirement and the amount of money you would like to be living on after retirement.
We will work with these dates and numbers until we come up with a realistic and detailed plan for giving you peace of mind that you will have the retirement you dream of.
And, of course, for those that already know where they are going, we will navigate the specifics of security selection together.
Contacts
Ken Barber
Title: Assistant
Area of Responsibility: Administrative Services
Phone: Show phone
Fax: Show fax
Email: Show email
Services
- Financial Advisor
-
Investment Planning / Advice
- Stocks. I can initaite a stock transaction on the floor of
any exchange, or on any over-the-counter market in North America.
- Equity Research by respected, full-time research staff in
Toronto.
- Economic interpretations and forecasts
- Fixed Income Securities. Independent surveys have ranked our
Fixed Income Departments #1 in market-making & fixed income research.
- New Issues. ScotiaMcLeod is recognized as a leading
underwriter of new government and corporate securities.
- Canada Savings Bonds
- Mutual Funds. I use a fabulous analytical tool put out by the
research staff at the Globe & Mail that gives a one-page summary of every mutual fund in Canada. I chose this tool because it is totally independent from my company - it gives an unbiased look at the funds you currently hold and those that you would like to hold. This service is absolutely free to prospective clients.
- RSPs, Retirement Planning
- Pre-Authorized Checking plans to help you take advantage of
regular monthly contributions drawn directly from your paycheck.
NAICS Categories
Additional Information
523110, 523920