The Greyell Group
Your First Financial Phone Call
Jon Greyell, CIM, FCSI, B.Comm. Senior Wealth Advisor, Director
- Phone (604) 913-7031
- Email email@example.com
Steve Chatelain, B.Comm. Wealth Advisor
- Phone (604) 913-7027
- Email firstname.lastname@example.org
"We help our clients achieve peace of mind by providing trusted advice and personalized solutions to meet their financial goals."
- Investment Philosophy and Process We are committed to a conservative portfolio approach that is aligned with your personal risk profile and the required investment returns to meet your goals. We establish and deliver on your personal plan through a disciplined process. Through this process we closely monitor your portfolio and advise you on the required actions to keep it on track to meet your long-term goals.
- Service Approach Our long-term approach to investment planning also extends to our client relationships with an emphasis on building relationships for life. We`ve helped our clients implement and maintain customized plans that recognize their evolving financial situations, through one-on-one meetings, regular reviews, and ongoing personal advice. We draw on the depth of resources of ScotiaMcLeod and Scotiabank to offer a full range of financial services to our clients.
- Trusted Advice We provide our clients with proven industry-leading expertise and the personalized solutions to help make their financial goals a reality.
- Mailing Address
1555 Marine Drive
West Vancouver, BC V7H 1H9
Fax: (604) 913-7001
- Additional Team Members:
Helen Zhang, B.Math
- Doris Chow
- Business Links: ScotiaMcLeod is not responsible for external websites linked to/from ScotiaMcLeod.com.