The Mountford Group
Scotia Wealth Management
A fee-based advisor, Michael Mountford grew his book to $950 million last year, spurred on by his goal to be his clients’ financial health coach. Engaging with his clients is at the heart of what Mountford, an industry veteran of close to 30 years, brings to the table.
The Mountford Group describes itself as “true believers in wealth planning” who combine innovation with a focus on excellent service. The practice promises clients they will work with “original thinkers – where a passion for doing the right thing runs deep and where a balance of creativity and attentiveness drives uniquely practical solutions.”