Friday, May 22, 1998 - North Shore News - 25

ScotiaMcLecd Private Client Financial Services A leader in the industry, ScotiaMcLeod has been providing strategic financial advice to individuals and corporations since 1921.

We service investors through over 70 branches across Canada and through the extensive reach of our parent company, The Bank of Nova Scotia.

_As a wholly owned subsidiary of Scotiabank, we are proud member of a group of dynamic companies that make up the Scotiabank Group: Scotiabank, ScotiaTrust, Scotia Discount Brokerage an ScotiaMcLeed.

At ScotiaMcLeod you will have access to a diverse range of services and products designed to save you valuable time and make sure that “your investments ar¢ meeting your plan goals.

Our complimentary Investor Services include:

The ScotiaMcLeod Wealth Planning Workbook

- Asset Allocation and lang term investment strategies

- Active monitoring of your investment portfoiio & regular reviews

- Comprehensive, easy-to-read monthly statements

- An annual income and transaction summary for your tax return

- Automated collection of porcfolio income and disbursemesit to your bank account.

“RICHARD KORTIE, an Assaciare Dire.tor & fnvesemenz Executive with over 10 years investment advisory experience is an active mem- ber of the Scotiabank Group in North Vancouver.

A personal initial free consultation assists to uncover the true needs _ and objectites of his clients. Richard primarily specializes in conserva- tive long-term growth strategies with a focus on retirement and estate _ planning. ScoriaMcLeod Private Client Investor Services programs include: a fixed-fee, non-discretionary investment account called The Partnership Plus Program, a multi-manager, discretionary invest- ment account called The Weir Program and, of cor successful Scotia ProfessionaS Plan - Full-Service, Self-Di RRSP. Call today co beok an ¢spoinement, GG1-74

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