Neil and Michael joined ScotiaMcLeod in 1997 and bring with them 25 years of combined experience in the investment services industry. They will help you assess your whole financial picture, including your investments, banking needs, borrowing requirements and protection planning. With this total financial approach, Neil and Michael will help you achieve peace of mind by providing trusted advice and personalized solutions to meet with your financial goals.

As your ScotiaMcLeod advisors, Neil and Michael will work closely with their team of professionals and specialists to provide you with the total financial solutions you require to help reach your overall financial objectives and personal & business needs.

Representing the team in Alliston, Ontario; John creates and implements financial plans, which align investments with his client’s financial goals while considering the appropriate risk. John uses a six-step process, which starts with understanding the clients’ needs & goals and ends with a regular monitoring and review process. John uses a variety of products and services to accommodate his clients.

 

 

With 8 years industry experience, Robert provides innovative personalized strategies for clients, including preparing comprehensive financial plans and providing investment and wealth management advice to clients.

 

 

Brian works closely with our team of experts, preparing and implementing comprehensive financial plans. His diverse investment background provides clients with value added insight and professional service.

 

 

With 8 years industry experience, Maria helps design and monitor client accounts with prompt and efficient handling of all administrative issues.

 

 

With 22 years industry experience, Vicki helps design and monitor client accounts with prompt and efficient handling of all administrative issues.