The foundation of our Client Commitment is a real understanding of your needs..
Estate Planning
ScotiaMcLeod offers our Practical Perspectives on Estate Planning Handbook..
Retirement Planning
To help you, ScotiaMcLeod offers a Retirement Planning Handbook designed to..
Stocks & Bonds
We offer a range of investments that suit different financial needs and levels of risk..
Welcome
Our team of Investment Advisors has over 150 years of financial experience. This experience includes two Masters and one law degree, as well
as business, economics and other degrees.
In addition to the academic degrees, our team holds a number of industry specific designations including Financial Management Advisor, Personal Financial Planner, Canadian Securities Course, Options, Futures and Life Insurance Advisor.
Investment Philosophy and Process
It is not what you make, but what you keep
that is important to our team of specialists.
Charles Tucker
Associate Director, Wealth Management.. more>>
Peter Willson Director, Wealth Management.. more>>
We take the long term approach when investing your assets, understanding that since it is hard to grow your wealth we must take great care of its continued growth and preservation.
We feel that with the volatility in the market it pays to focus on the longer term planning aspects of portfolio construction including financial and retirement planning, tax minimization and asset allocation. more about us>>
The Tucker Willson Group
ScotiaMcLeod Head Office
Branch
40 King Street West
Scotia Plaza, 15th Floor
Toronto Ontario Canada.
M5H 3Y2
