905.479.8238 or 1.800.447.5854
675 Cochrane Drive,
Suite 115, Markham, ON, L3R 0B8

Investment Philosophies

At ScotiaMcLeod, we take a long-term, disciplined approach to investing. Your affairs are monitored continuously and formally reviewed at least quarterly to ensure that your strategies remain appropriate for your situation. Our financial solutions are personalized to your needs, employing a team of specialists to deliver solutions for all facets of your financial life.

If you are attracted to using a conservative, long-term investment approach, we invite you to:

  • Invest in growing businesses rather than just “stocks” or “mutual funds”;
  • Only make investments that you understand and have confidence in;
  • Construct a portfolio that does not expose you to a level of volatility that causes you to lose sleep.

Please contact us to arrange for a free private consultation.