 You are our client. We would not exist without you. Our success is based entirely on your satisfaction with our service. Meeting your needs is an ongoing process, and we hope you’ll enjoy being involved throughout the different stages. It is your right to understand your investments, and it is our mandate to ensure you do. We hold seminars twice yearly, and invite experts to address topics that we hope you’ll find relevant and interesting.
We also enjoy getting to know our clients in a more social atmosphere. For many years, we’ve held an annual fete in December, which has been very popular and has become a local tradition. Over the years, we have been fortunate to earn the trust and loyalty of our clients, and we know they’ll understand and agree with our decision to forego our party this year. We’ve given a gift to the Christmas Sharing Program instead, hopefully helping our community to enjoy a merry Christmas in spite of the bleak economy.
Our clients’ trust and loyalty is evidenced by the fact that many of our new clients come to us through referrals. We are honoured by the following comments from some of our clients: |
John and Anne, Trenton, Ontario
“We have been with the Belleville branch for many years and find them to be very courteous and friendly. In our experience, we would describe them as very thoughtful for the good performance of their clients’ accounts. And, of course, what more could you ask for from your financial advisor.”
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Mary, Belleville, Ontario
“For many years now I have been dealing with ScotiaMcLeod’s Belleville branch and I have enjoyed it very much. I enjoy the family-like atmosphere of the branch and the helpfulness of the team. I am very pleased with the financial advice I have received, and would certainly not hesitate in recommending them to others in the area.”
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Mr. and Mrs. J, Belleville, Ontario
“My wife and I have been with the Belleville branch since it opened and are very happy dealing with them. We find all of the associates to be helpful and very friendly – We’re always greeted by name when we arrive. Over the years, we’ve received good financial advice from the branch staff. They are always available to answer any of our questions or simply talk through our options with us.” |
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Joan, Belleville, Ontario"I have been dealing with Julie and her team for nearly eight years. I always find them to be very welcoming, helpful and professional. I really like their caring, family-like approach, and they are always quick to respond to any questions I have. I particularly like that I can speak to any member of the team and they’re able to help. I am never limited to just one particular person. In my experience, they have given me good, solid investment advice."
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Sharon, Toronto, Ontario
"I have been investing with the Belleville branch of ScotiaMcLeod for eight years and my experience in dealing with them has been nothing but great. When I call the branch, I am always greeted by a welcoming, human voice and never an answering machine. When I do go in to visit, I receive a warm welcome (with tea and cookies!) and am made to feel completely comfortable. Julie always listens to me and then tailors her recommendations to meet my needs. As a team, they are on top of everything, often going above and beyond their role as financial advisors to help and advise in other areas. Based on my experience in dealing with other advisors, Julie and her team certainly bring a new and unique quality to the role." |
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