Specialties:
Investment and Retirement Planning Services
Tax Planning Solutions to Protect Estates & Businesses
Evaluating Pensions Options and Lump Sum Settlements
BMO Nesbitt Burns Managed Account Programs
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To Live, To Love, To Learn, To Leave a Legacy.
Darren Masse is committed to providing comprehensive wealth accumulation and preservation for individuals, businesses and trusts.
EDUCATION
Darren has been licenced to work in the investment industry for over 14 years, the last 10 of which have been at BMO-Nesbitt Burns. He has successfully completed the Canadian Securities Course, the Professional Financial Planning course and the Certified Financial Planner designation. He is currently working towards completing the WMT and FMA designations.
INVESTMENT PHILOSOPHY
Darren believes that he can significantly enhance his clients' overall long-term financial success with the personal attention, proper planning, and ongoing counsel of his qualified and dedicated team. He takes a consulative approach to working with you and continuously evolves it as your situation changes.
SERVICE EXCELLENCE
Darren is committed to serving his clients with top level service.
Client satisfaction surveys in the Investment Management Industry have indicated the amount of client contact from their Investment Representative is often found lacking. Darren has implemented a comprehensive Client Service Program which is a detailed approach to customer service which strengthens his ability to work with clients to attain their financial goals through on-going communication and contact. Each client receives a personalized Service Pledge that is customized to meet their individual needs.
* Please refer to our Learn More page to find out more about our team and the type of service we offer our clients.
1The opinions, estimates and projections contained herein are those of the author as of the date hereof and are subject to change without notice and may not reflect those of BMO Nesbitt Burns Inc. (“BMO NBI”). Every effort has been made to ensure that the contents have been compiled or derived from sources believed to be reliable and contain information and opinions that are accurate and complete. Information may be available to BMO Nesbitt Burns or its affiliates that is not reflected herein. However, neither the author nor BMO NBI makes any representation or warranty, express or implied, in respect thereof, takes any responsibility for any errors or omissions which may be contained herein or accepts any liability whatsoever for any loss arising from any use of or reliance on this report or its contents. This report is not to be construed as an offer to sell or a solicitation for or an offer to buy any securities. BMO NBI, its affiliates and/or their respective officers, directors or employees may from time to time acquire, hold or sell securities mentioned herein as principal or agent. BMO Nesbitt Burns Inc. and BMO Nesbitt Burns Ltee/Ltd. ("BMO Nesbitt Burns") will buy from or sell to customers securities of issuers mentioned herein on a principal basis. BMO Nesbitt Burns, its affiliates, officers, directors or employees may have a long or short position in the securities discussed herein, related securities or in options, futures or other derivative instruments based thereon. BMO Nesbitt Burns or its affiliates may act as financial advisor and/or underwriter for the issuers mentioned herein and may receive remuneration for same. A significant lending relationship may exist between Bank of Montreal, or its affiliates, and certain of the issuers mentioned herein. BMO NBI is a wholly owned subsidiary of BMO Nesbitt Burns Corporation Limited which is an indirect wholly-owned subsidiary of Bank of Montreal. Any U.S. person wishing to effect transactions in any security discussed herein should do so through BMO Nesbitt Burns Corp. and/or BMO Nesbitt Burns Securities Ltd.
2The 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.
3Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2007 Report.
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.
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