Education:
Bachelor of Commerce, University of Alberta, Edmonton, AB, Canada
My Personal Philosophy I seek to achieve three goals with each of my clients:
Take the time to listen to my client’s hopes and dreams
Provide personalized financial solutions designed to meet those unique and specific needs and goals of my clients and their families, and
Seek to make investing and tax planning as easy as possible to understand.
By meeting each of these objectives, I hope to give my clients the financial advice they need to be better prepared for whatever stage of life they happen to be facing.
Who are we? After graduating from the University of Alberta with a Bachelor of Commerce degree, I have spent the past 15+ years in sales, seeking to provide my customers with not just products, but solutions to their needs.
On a personal note, I have been happily married for over 19 years, and have two wonderful sons. My personal interests include reading, camping, and karate.
There is also an extended team of professionals to provide a broader range of services to clients. This includes:
Fred James, Estate and Insurance Advisor, CFP, CH.FC, CLU, TEP A former vice president with a major insurance company and a life and qualifying member of the prestigious Million Dollar Round Table, Fred brings 35 years of experience to meet your life insurance and investment needs. A graduate of the University of Alberta, Fred holds the designations of Chartered Financial Consultant, Certified Financial Planner, Chartered Life Underwriter, and Registered Trust and Estate Planner. As a former professional football player for two Grey Cup teams in the CFL, Fred knows what it takes to be a winner – commitment and teamwork.
Working directly for BMO Nesbitt Burns, Fred is committed to fulfilling the retirement and estate planning needs of his clients. Well versed in the relevant areas of taxation and financial planning needs, he specializes in providing services addressing generational planning, business succession planning, estate friendly investing, charitable giving and retirement income planning.
Darolyn Hildebrandt, BMO Nesbitt Burns Lender Liaise Darolyn's banking career although short has evolved into what some take a lifetime to achieve. Darolyn has quickly moved up the ranks within BMO and in 2006 was recognized as one of BMO's best in the "Best of the Best" awards. While raising 3 children, Darolyn has held many positions outside banking but in the sales and customer service environment. Darolyn takes pride in the ability to deliver a high level of service and lives up to "Our Customer Promise"
Own my problems
Help me so I can win
Know me, know my business.
Be straightforward
Be there when I need you.
Darolyn has the skills and knowledge to assist with any of your financial requirements and will provide you guidance and advise with respect to your Mortgage, Line of Credit, Credit Card and general Banking Needs.
1The comments included in the publication are not intended to be a definitive analysis of tax law: The comments contained herein are general in nature and professional advice regarding an individual’s particular tax position should be attained in respect of any person’s specific circumstances.
All market data is delayed by at least 20 minutes unless otherwise noted. Quotes, historical data, charts and statistics are provided by SunGard PowerData. BMO Nesbitt Burns is not responsible for the information provided.
Market Watch
Last Updated
August 7, 2008 20:15 ET
Last
Change
TSX Comp
13,385.17
-68.34
S&P/TSX 60
799.01
-5.31
DJIA
11,431.43
-224.64
S&P 500
1,266.06
-23.12
NASDAQ
2,355.73
-22.64
Nikkei 225
13,124.99
-129.90
TSX Vent
2,130.19
-18.27
Hang Seng
22,104.20
154.45
$CAD
94.9700
-0.3400
London Gold
871.50
-8.00
WTI Oil Spot
120.02
1.44
Source: SunGard PowerData
Please note our new address: 4954 Richard Rd., S. W., Suite 100, Calgary, AB T3E 6L1. Our telephone and fax numbers remain the same. View our new location
Printer-friendly