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Mike Veinot

Toll Free: 1800-464-1273
Fax: 902-421-3196
Tel: 902-496-1187

Mike Veinot

Address

1400-1675 Grafton St
Halifax, NS
B3J 0E9
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Contact Me

My Approach

My approach is different. Because my clients are all different.
 
What is most important to you?  I will tailor a solution specifically for you, to maximize opportunities and mitigate potential challenges down the road. I apply disciplined, holistic, transparent and independent guidance, maintaining open and regular collaborative lines of communication, listening to you, and keeping you informed.
 
As your investment advisor I can employ a specialized team of experts to understand your life priorities and deliver on our commitment to:
  • Assess your financial goals and level of risk tolerance
  • Develop a strategic and effective in-depth plan based on your current financial picture
  • Put your customized investment plan into action, monitoring its progress over both the short and long term, with a responsibility to keep you informed based on your needs
  • Meet at your desired frequency to review your portfolio, re-evaluate and re-balance where necessary to achieve meaningful performance