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 | Laurel Armstrong
Certified Financial Planner Laurel Armstrong brings with her over 27 years of experience in the financial industry.
She is a Licensed Certified Financial Planner, with the Financial Planners Standards Council of Canada and a Licensed Life Underwriter (Level II).
Also, in addition to her many years of practical knowledge, she has the Investment Funds of Canada Course, the Canadian Securities Course and the Professional Financial Planner Course, through the Canadian Securities Institute.
Laurel is extremely active in the Community of Whitby. She is a past member and Director of the Rotary Club of Whitby Sunrise, she has helped with various fundraising events in the community and is the founder of the Women of Whitby (WOW for short), Club 100. Laurel lives in Whitby, with her husband Tom and they have one son, Dennis, who lives in Oshawa. Her pass time is their cottage, on Georgian Bay and their grandchildren.
Business Approach:
As your advisor, Laurel’s approach is to bring together a team of professionals to provide you with the total financial solutions you require to reach your overall financial objectives. Through the in-depth and comprehensive planning process you walk though with Laurel, you benefit from the financial advice necessary to meet the complexity of your requirements. Working together with Scotiabank partners and partners in your community, Laurel will deliver an objective solution that encompasses the full spectrum of your personal and business needs.
Services Provided:
We take a holistic approach to help you assess your financial picture, including your investments, banking needs, borrowing requirements, estate and succession planning, insurance planning and trust needs.
ScotiaMcLeod’s slogan is “Building Relationships for Life”. This is certainly something Laurel is doing with her clients.
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About ScotiaMcLeod ScotiaMcLeod was originally formed as a partnership in February 1921 by young entrepreneurs: Donald Ivan McLeod, William Ewart Young, James Gordon Weir and John Henry Ratcliffe, hence the company name McLeod, Young, Weir and Co. The foundation laid by these men was rooted in trust, financial expertise and innovation - strengths that have prevailed since.
By the 1970s, McLeod, Young, Weir was diversifying to offer a full range of investment services including bond, stock and money market trading, corporate and government finance, mergers and acquisitions, commodities and futures, personal investment services, mutual funds and various other specialty products.
In the early 1980s, the financial community called for deregulation of the industry. By 1987, the newly deregulated the investment industry was becoming highly competitive and the Bank of Nova Scotia decided that it wanted to get involved. The Bank purchased McLeod, Young, Weir because it was well established and respected in the industry.
Now, as a wholly-owned subsidiary of Scotiabank, we are part of one of Canada’s largest financial organizations, with over $169 billion in assets. For 80 years, ScotiaMcLeod has been working with all types of investors to help them achieve financial security, serving clients through more than 70 branches across Canada. We are one of Canada’s leading full-service investment dealers offering:
- premium investment advice and service
- a strategic investment program customized to your personal circumstances
- continuous monitoring of your financial situation, regular reports and open dialogue
Our services include:
- Investments in stocks, bonds and mutual funds
- Timely market information
- Top ranked equity & fixed income research
- Retirement, Estate and Tax Planning
- Corporate information on your holdings
- Objective opinions on a wide range of investment products
- Online investment information & account access
- Fee based & managed money options
- Insurance, Segregated Funds
We are supported by state-of-the-art, real time market information system, and dynamic research that is ranked among the best in the industry.
ScotiaMcLeod is the investment arm of the Scotiabank Group and we work side by side with all areas of the bank to handle your financial and investment affairs. If you are looking for day to day banking, trusts and legal services, estate planning, online services, RRSPs and cash investments – ScotiaMcLeod is your one stop financial center.
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