The Rosedale Group - ScotiaMcLeod Toronto

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Maymar Naman Individual Services

Your goal is my goal; I take ownership of your objectives. I will use all of the tools and resources that are available to me to assist you in achieving your dreams. On a regular basis, I will review the progress we are making towards your goals and make any adjustments required to stay true to your overall plan.


My Services Include:

  • Wealth Management - I work with a team of experts within ScotiaMcLeod to give you the highest quality advice and service.
  • Retirement Planning – I will develop a financial plan that will enable you to achieve your retirement objectives.
  • Estate Planning – I can help you create a customized plan to guide all of your estate planning decisions.
  • Insurance Planning – Having an insurance strategy is an essential part of your planning process in order to help protect your entire financial picture.
  • Tax Planning – I work in conjunction with many different tax specialists to provide you with the highest level of tax planning strategies.
  • Personal and Private Banking Services – Scotiabank has the highest standard of personal day-to-day banking services offered through your regular branch or through Scotia Private Client Group.

Do you have questions about your financial situation?

 
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