About
- Experience
- Commitment
- Services
- Advisory Process
- ScotiaMcLeod
Managed Assets
Partnership Plus
Institutional
 
 
 
 
 

Proven Advisory Process

A systematic approach ensures that your needs are addressed, that your personal goals are translated into specific, financial objectives and that we have a reliable and disciplined strategy to meet them.

The advisory process guides the creation and implementation of your financial strategy. As part of this process, we also monitor your progress and communicate regularly to help ensure that you stay on track to meet your goals.


 
 
 
 
 
 
 

1 King Street West
Suite 1402
Hamilton, ON
L8P 1A4
905-570-7990
800-461-5842
905-570-7879 (fax)
matthew_moccio@
scotiamcleod.com

 
Questions/email
Refer a friend
Next Seminar
 
 

 
Disclaimer: This web site is only intended only to convey information. It is not to be construed as an investment guide or as an offer or solicitation of an offer to buy or sell any securities. The author of the website is an employee of ScotiaMcLeod, a division of Scotia Capital Inc. ("SCI"), but the data selection, analysis and views expressed herein are solely those of the author and not those of SCI. The author has taken all usual and reasonable precautions to determine that the information contained in this website has been obtained from sources believed to be reliable and that the procedures used to summarize and analyze such information are based on approved practices and principles in the investment industry. However, the market forces underlying investment value are subject to sudden and dramatic changes affecting data availability and information may be available which is not reflected in this website. Consequently, neither the author nor SCI makes any warranty as to the accuracy or completeness of information, analysis or views contained in this website or their usefulness or suitability in any particular circumstance. This website should not be relied upon for any investment or portfolio assessment or other transaction please consult your ScotiaMcLeod Investment Executive directly to review any proposed investment or transaction. SCI and the author accept no liability of whatsoever kind for any damages or losses incurred by you as a result of reliance upon or use of this website in contravention of this notice.