ScotiaMcLeod
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 $157 billion
in assets. For many of our clients, knowing their assets are
held by a firm of this size and depth of resources gives them
great comfort.
I look forward to helping you establish a destination ... and
assuring the financial means to get there.
Company Details
Year Established:
1921
Total Sales ($CDN):
$50,000,000 +
Company Information
Pat Plumpton
Title:
Branch Administrator
Telephone:
(807) 626-5182
Fax:
(807) 623-0058
Email:
Click Here
Linda Ridgeway-firman
Telephone:
(807) 626-5190
Fax:
(807) 623-0058
Email:
Click Here
Ken Barber
Title:
Assistant
Area of Responsibility:
Administrative Services
Telephone:
(807) 626-5180
Fax:
(807) 623-0058
Email:
Click Here
John Kuzik
Telephone:
(807) 626-5190
Fax:
(807) 623-0058
Email:
Click Here
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.