Young and Frederick - ScotiaMcLeod Whitby

Young & Frederick Investment Solutions One Strategy Process™ has proven to be successful with Small Business Owners, Professionals, Retirees, and High Net Worth Investors. 

Our aim is to provide financial clarity and wealth building services to those who seek professional investment advice. Our structured approach and application of proven planning and portfolio management processes ensures that your goals and objectives drive the customized plan designed exclusively for you. 

Our clients recognize the value of our personalized and professional approach. While you continue to build your business, or practice, or simply choose to continue to enjoy your retirement, you delegate the day to day administration of your portfolios to a group of trusted professionals who execute on your specific strategy. 

Trust and integrity is a major part of our relationship with clients. At Young & Frederick Investment Solutions we are dedicated to providing our clientele with the best in service and individual attention. Our reputation is our tool in trade and we guard it closely. We recommend to our clients only the combination of products and services that best fits their needs and goals. Our job is to provide you with a balanced discussion of your options followed by a recommendation designed to accomplish your objective. We do not and will not hesitate to disagree with you if we feel strongly that a decided course of action deviates from your plan.  You hire us to manage not to agree and, we take that role seriously. It is our firm belief that if we do a good job for you, that you will be our client for a long time. That in turn is in our best interest. 

Stephen Frederick                            Ian Young