ScotiaMcLeod

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325 Devonshire Rd
Windsor, ON
+1 (519) 258-1050
https://www.scotiawealthmanagement.com

ScotiaMcLeod, part of Scotia Wealth Management, offers bespoke advice and trusted investment management services to clients. With over 100 years of experience, the firm prides itself on a culture of professionalism and integrity, delivering proactive investment advice and innovative financial solutions to Canadian investors.

ScotiaMcLeod Wealth Advisors provide personalized advice tailored to individual wealth needs through a disciplined approach to investment management. They offer highly customized family wealth management services, creating portfolios designed to manage risk and help clients achieve their financial goals.

With a long-term, holistic view on investment management, ScotiaMcLeod focuses on understanding clients' financial goals, risk tolerance, and preferred level of participation. Wealth Advisors work closely with clients to develop personalized investment strategies, guiding optimal asset allocation and diversification for their portfolios.

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Sean Lenehan - TD Wealth Private Investment Advice

Sean Lenehan - TD Wealth Private Investment Advice

To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing. We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel. If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.
Andrew Patterson - TD Wealth Private Investment Advice

Andrew Patterson - TD Wealth Private Investment Advice

To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing. We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel. If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.
Michael Brooks - TD Wealth Private Investment Advice

Michael Brooks - TD Wealth Private Investment Advice

To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing. We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel. If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.
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