Commitment to Client Success
We are committed to providing an exceptional client service experience to each of our clients - not only when the accounts are opened, but years down the road. Every client will be offered a “Detailed Scott Lewis Client Experience Commitment”, including Financial Plan, an Annual Portfolio Review, Semi- Annual telephone reviews, Retirement Analysis, Income Projections, Tax Planning, Estate Planning & Preservation and Insurance Review.
Twenty years ago, Scott decided that the best way to add value in the investment world was to work in a fiduciary role with the combination of the ethical standards of RBC Dominion Securities and the Association of Chartered Financial Analysts. We expect the highest ethical standards in our professional and personal lives.
Excellence & Innovation
We believe in lifelong learning and technical innovation in our practice. With the strength of RBC behind us, you can be assured of the highest level of safety in all of our processes
We believe that we are one part of the team assembled to manage your ongoing financial success. Our team is led by Scott Lewis, Vice-President, Portfolio Manager, Wealth & Investment Advisor who works closely with Sarah Jones, Associate Advisor and Patrick McMullon, Associate Advisor. Our team leverages the expertise of our in-house specialists. To learn more about our extended team of experts, visit our RBC Partners page.
Our communication strategy is simple. We review your portfolio annually and report to you by phone semi-annually. We always love to hear from our clients and we strive to respond to you within a 48 hour period.
We are constantly looking for the best companies to buy for our clients. Using a top down, value based approach, our portfolios are rebalanced at minimum quarterly. Our disciplined approach to investing has proven to add alpha to portfolios over the long term. Large, blue chip companies with a long history are our signature investment choice and we diversify across sectors for added protection. Our strength in investment research comes from our close affiliation with the gold standard in research in Canada, RBC Capital Markets.
We commit to not only serve our clients but to be an active player in the communities where we live. Philanthropy in our own hometown, province and region is very important to us.