The Hussey Team excels in helping clients reach their goals through personalized, strategic financial planning. Our process begins with careful analysis of our clients’ long term vision, and results in a thorough, effective plan that evolves as they do.
The Hussey Team utilizes a discretionary management process in order to provide clients with intelligent, high impact financial solutions that minimize risk and maximize return on investment. With this style of portfolio management, our advisors make informed investment decisions based on specific criteria provided by the client, executing day-to-day transactions on their behalf. We use a disciplined investment philosophy that is rooted in knowledge and experience, and manage each portfolio with exceptional attention to detail.
Our job is to listen – to understand our clients and their family’s needs, and setting out long-term investment objectives, defining a customized tolerance for risk and developing realistic investment expectations.
Our advisory practice is designed specifically to understand you so that we can take care of all your financial needs. We partner with our wealth management specialists across the Scotiabank Group and look at your whole financial picture to help deliver a total wealth solution. We also work together to determine what matters most and deliver solutions that are aligned with your needs.
In Collaboration With Our Specialists We Offer:
- Investment Planning
- Retirement Planning
- Estate Planning
- Insurance Planning
- Saving for Education
- Personal Banking
- Banking for Business
- Cash Flow Management
- Debt Reduction Planning
- Philanthropic Giving