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James Dunne
Wealth Advisor |
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Phone
Fax
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(416) 355-6345
(416) 355-6346 |
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Toll Free
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1-877-355-6340 |
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Email
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james_dunne@scotiamcleod.com |
| "I provide comprehensive investment & estate advice to conservative clients." |
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Transparency, a liberal mindset, and faith in free markets are my core values. I believe economic success and capital accumulation are important goals. My practice is grounded in a commitment to my clients and a professional understanding of financial markets. I only accept new clients who have over $1 million in their investment portfolio so I can provide an exclusive level of service.
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Investment Philosophy and Process
I provide conservative advice and prefer low risk investments. I believe successful investing requires a disciplined, professional approach. This means diversification and generating income from your portfolio in the most tax efficient way. I recommend bonds, stocks, real estate investment trusts, preferred shares, and annuities.
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Service Approach
My process involves confidential quarterly reviews by phone, e-mail, or in person (whichever mode is preferred by each client). These quarterly reviews provide clients with my perspective on the overall economic environment, a review of their individual investment portfolio, and recommendations that take advantage of changing market conditions.
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Trusted Advice
Trusted advice is the cornerstone of my business. The industry-leading expertise and personalized solutions I deliver to my clients are the basis of that trust, and of our mutual success.
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Additional Team Members:
James Woodruff
Administrative Associate
516-355-6345
james_woodruff@scotiamcleod.com
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Business Links:
ScotiaMcLeod is not responsible for external websites linked to from ScotiaMcLeod.com.
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All insurance products are sold through ScotiaMcLeod Financial Services Inc. ScotiaMcLeod Financial Services Inc. is an insurance subsidiary of Scotia Capital Inc., a member of the Scotiabank Group. When discussing Life Insurance Products, ScotiaMcLeod Financial Planners are acting as Life Underwriters representing ScotiaMcLeod Financial Services Inc. |
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