Kevin Greenard – The Greenard Group – ScotiaMcLeod – Scotia Wealth Management

Kevin Greenard and his team at The Greenard Group work to develop tailored investment strategies for our clients, preserve their wealth, and help them achieve their goals. At ScotiaMcLeod, we take a long-term, holistic view to investment management while managing risk. Dedicated to helping you reach your short and long-term financial goals; we keep your needs at the centre of everything we do. We start by understanding you and your needs, financial goals, concerns, risk tolerance, tax situation, time horizon, liquidity, return objectives, and preferred level of participation. Your Wealth Advisor will work with you to map out a personalized investment strategy based on a thorough assessment of your individual and family wealth needs.