Chris Kuflik - ScotiaMcLeod Montreal

Our core strength lies in our ability to help you manage market risk. All investment decisions including principal guaranteed investments involve risk. In mitigating risk, we focus on preserving, then accumulating wealth. We preserve wealth by raising cash early in a market decline. Wealth accumulation occurs when we take the resulting cash and reinvest it in the appropriate asset classes when the market shows early signs of recovery.

We offer the following services:

Chris calls on seasoned practice professionals who can help you with more specialized requirements such as tax and estate planning, insurance, wealth transfer and other family-related issues.

You may be assured that we monitor your investments daily, watching for changes in risk levels and ensuring they are consistent with your tolerance level. Our advice is clear and easy to understand. We support our decisions by explaining why we are making a recommendation, when we will implement it and how it will affect your investment portfolio.