ScotiaMcLeod & Four Seasons Hotels and Resorts Partnership Benefits
ScotiaMcLeod has established an exclusive preferred partnership with the Four Seasons - the world's leading operator of luxury hotels and resorts and their preferred travel concierge partner, CRC Travel
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Craig Mellow, CIMWealth Advisor
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Background and ExperienceCraig has been in the financial services business with ScotiaMcLeod since graduating from university in 1998. A Wilfrid Laurier University graduate, Craig has also attained the Certified Investment Management designation. Craig enjoys the outdoors and spending time with his wife Shannon and three children. Craig specializes in working with individuals & businesses to implement strategies for their investment portfolios. This begins with understanding and analyzing each client’s current financial situation, resulting in a consolidated, cohesive financial strategy.
Marc Richardson, CFPSenior Wealth Advisor This e-mail address is being protected from spambots. You need JavaScript enabled to view it (519) 571-3711 Background and Experience
Marc has been a financial services professional for greater than 10 years. Before joining ScotiaMcLeod in 1998 he held a position with Scotiabank. A graduate of Wilfrid Laurier University, Marc has also attained the Certified Financial Planner designation, and currently sits on the Wilfrid Laurier Alumni Board of Directors. Marc crafts personalized solutions for new clients that reflect their individual situations and goals. This includes creating a financial strategy that looks specifically at each client’s need for protection, estate planning, and borrowing and banking.
Alison BraksAdministrative Assistant This e-mail address is being protected from spambots. You need JavaScript enabled to view it (519) 571-3720
Background and Experience
Alison has worked in the financial services business for 1.5 years before joining
ScotiaMcLeod, acting as an advisor with Freedom 55 Financial. Prior to working in finances Alison owned and operated several retail franchises and independent business ventures.
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