Jean Alexandre Lambert - Lambert, Klimis, Sakkas & Marsh -

ScotiaMcLeod is a trusted source of investment advice since 1921. As a cornerstone of Scotia Wealth Management, ScotiaMcLeod strives to provide tailored advice based on a rigorous investment approach and a professional and ethical culture. Your wealth advisor works with you to determine appropriate investment strategies to help you grow and protect your hard-earned wealth now and in the future. We first gather as much information as possible about your financial situation: your profile, needs, concerns, risk tolerance, tax situation, investment horizon, liquidity, and return objectives.