Lance Peckham

Investment Specialist @Scotiabank

CA

As a Scotiabank Investment Specialist, I draw on my investment expertise and years of financial planning experience to help my clients realize their financial goals. Many are small business owners – individuals, families and entrepreneurs that are passionate about their chosen venture. I bring that same passion to help them align their business plan with their personal financial plan in order to realize their investment and retirement goals. Understanding the time constraints of business owners, my clients appreciate the flexibility of meeting at a time and location that works with their schedule. Additionally, I can help their employees achieve investment success with practical advice and convenient solutions. I understand the more complex needs of small business owners and include multiple sources of retirement income, tax deferral strategies and succession planning issues when building a customized financial plan. I also place a premium on partnerships to help my clients manage their entire financial picture, working with specialized professionals at Scotiabank for tax and estate planning, business succession and financing needs. I am a proud member of Scotiabank’s Investment Specialist team – a group of experienced investment professionals dedicated to helping our clients become financially better off, backed by the strength of a leading Canadian bank.