Colleen O'Connell-Campbell - ScotiaMcLeod Ottawa - An Evolution in Communication and Service

An Evolution in Communication and Service

As your dedicated female wealth management advisory team in Ottawa, our goal is to provide care and guidance in all areas of your financial well-being. Now more than ever, clients are asking for greater access to information, and the opportunity to become more engaged in their personal wealth management process. We are pleased to provide this type of interactive wealth management service as we continue to work with you to reach your immediate and long term financial goals.

Timely, specific information…on your schedule

To ensure that our clients have all relevant information, we have coordinated quarterly information sessions that you may attend to gather specific details and positioning on your portfolio. To make this most convenient for our clients, some of these information sessions will be via conference call while others will be hosted in our ScotiaMcLeod office. The agenda will vary, but will follow a consistent theme to ensure that clients get the information they need, while giving you the opportunity to have specific issues addressed. These sessions will be hosted by your dedicated Wealth Advisor, Colleen O’Connell-Campbell, and/or a member of the advisory team. Some sessions may also feature a guest speaker when beneficial to you.

A summary of all sessions scheduled for the next twelve months is listed below. As each date approaches, we will send out reminder notices with specific details on the featured session. Please review this site regularly for updates as well – new details are posted as they become available.

As wealth management specialists, our objective is to enhance the quality and timeliness of relevant information communicated to clients so you can be confident in the management of your portfolio. We value each relationship and look forward to continuing our work together.

Thank you for your business. We appreciate your trust.

Colleen O’Connell-Campbell, Wealth Advisor

Conference Calls

Please join us...

Please join us...

REPLAY of Conference Call

Held on: Tuesday, April 17, at 10 am

Agenda:

Markets & Economy in Review Year to Date 2012

Managing Portfolios to Risk

Old Age Security is changing, now what?

Time: approximately 20 minutes

Simply call and listen…..

1-800-408-3053, and enter passcode 96759857#

This recording will be active for a period of 30 days and will expire on 2012/05/17.

INSTANT REPLAY CONTROLS

Press 1 – Skip backward 5 seconds

Press 2 – Hear a list of playback controls

Press 3 – Skip forward 5 seconds

Press 4 – Skip backward 5 minutes

Press 5 – Pause the playback

Press 6 – Skip forward 5 minutes

Press 7 – Skip first quarter of the conference

Press 8 – Skip first half of the conference

Press 9 – Skip first three quarters of the conference

Press # or 0 – Return to the beginning of the conference

Press * - End the conference playback

Save the Dates

Kindly save the following dates for additional calls (all at 10 am):

Tuesday, July 16, 2012,

Tuesday October 16, 2012, and

Tuesday, December 4, 2012

Dial In Details - pending

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