TORONTO, Sept. 20 /CNW/ - ScotiaMcLeod and Scotia Private Client Group
today announced that throughout the fall, advisors across the country will be
meeting with life goal planning expert Barry LaValley. These sessions will
give advisors additional insights and tools to help meet their clients' unique
ScotiaMcLeod and Scotia Private Client Group have partnered exclusively
with lifestyle planning expert Barry LaValley to help connect lifestyle
considerations with the financial planning expertise necessary to ensure a
successful transition into retirement.
"Together with our advisors' sound planning expertise, Barry LaValley's
focus on life goals helps ensure clients' long-term financial sustainability,"
said Bruce Teron, Managing Director and Head of Strategy Development and
Retirement Programs, Scotiabank. "Since offering this approach to our
advisors, we have seen a very strong response from our advisors choosing to
participate in Barry's seminars. We are now able to examine the full scope of
our clients' needs as they consider what life in retirement will look like
from both a personal and financial perspective. They can then work with their
advisor to create a plan built on solid financial ground reflecting their
Barry LaValley is on the forefront of life goal planning development and
welcomes the opportunity to bring his approach to a new audience.
"Through my partnership with the Scotiabank Group, we can really connect
the client's financial plan to their firmly established personal goals and
that's exciting," said Barry LaValley. "Along with the seminars, ScotiaMcLeod
and Scotia Private Client Group have developed several tools to help clients
generate a clearer vision of their future retirement as part of a couple or as
an individual. These clients then bring that perspective to the financial
planning process. Sustainable, practical plans are the result."
"Existing or new clients with sophisticated planning needs can count on
ScotiaMcLeod and Scotia Private Client Group advisors for the expertise and
services required to evolve their life goals into a retirement plan that is in
line with their desired lifestyle," said Mr. Teron.
Scotia Private Client Group and ScotiaMcLeod are part of the Scotiabank
Group. As part of a complete financial strategy, Scotia Private Client Group
provides customized solutions across all financial disciplines in Centres
across Canada including estate and trust services, private banking, investment
management based on objective financial planning. ScotiaMcLeod is one of
Canada's leading full-service investment firms, with a team of over 1000
investment and financial specialists delivering complete financial strategies
for clients in branches across the country.
Scotiabank is one of North America's premier financial institutions and
Canada's most international bank. With almost 60,000 employees, Scotiabank
Group and its affiliates serve approximately 12 million customers in some 50
countries around the world. Scotiabank offers a diverse range of products and
services including personal, commercial, corporate and investment banking.
With $408 billion in assets (as at July 31, 2007), Scotiabank trades on the
Toronto (BNS) and New York Exchanges (BNS). For more information please visit
For further information:
For further information: Paula Cufre, Scotiabank Public Affairs, (416)