General Investing >> Money Manager Interviews >> September 8, 1997
W. SCOTT LECKIE, CFA, is Senior Vice President of MMI Group. Active in
the investment industry since 1985, Scott Leckie has focused on
traditional stock brokerage and discretionary portfolio management
services. In September 1990, Scott and two partners founded MMI Group
Inc. Since that time the firm has grown rapidly, and gained a reputation
for thorough research, and intelligent investing. Prior to MMI Group,
Scott was employed by one of Canada's largest private client based
investment institutions, Midland Walwyn, where he acted as an investment
advisor for a select group of clients. As a money manager, Scott
specializes in the discretionary management of large portfolios for
Canadian and international investors. He manages two basic types of
portfolios that are structured according to specific client's needs
balanced accounts (including RRSP's) offering conservative long term
growth with carefully managed risk and; hedged accounts utilizing
specific proven investment strategies to generate
attractive rates of return irrespective of the stock market or economic
environment. In addition to ongoing management of client portfolios,
Scott provides regular research and corporate direction to MMI Group.
Being involved in the ownership and management of a firm is a valuable
experience when it comes to evaluating potential investments for client
portfolios. Scott has completed the program offered by the American
based Association for Investment Management Research and earned the
professional designation of Chartered Financial Analyst. New Clients
should expect a thorough consultation with Scott in which their
financial status, risk tolerance, and goals are assessed. Individual
portfolios are designed and managed to meet these specific requirements.
Regular reviews of performance, account structure, and goals are
extremely important and are scheduled for each client. Profile
does in general in terms of investing, and what you do in particular?
Mr. Leckie: Absolutely. We started off -- my two
