TEAM APPROACH (For More Information Go To Learn More Page)
To provide excellent service, we have chosen a team approach for our wealth management practise. Because the process of wealth management is active and ongoing, we delegate responsibility among three team members to ensure that each client goal and request is achieved in a timely manor.
ABOUT OUR TEAM
DAVID E. KEAN, Senior Investment Advisor David is a graduate of Mount Allison University and became an Investment Advisor in 1988. He is a Certified Investment Manager (CIM), has completed the Professional Financial Planning Course, and is a Fellow of the Canadian Securities Institute (FCSI), which is the industry's highest mark of distinction. David lives in Fredericton with his wife Suzan and three children.
MARNIE O'DONNELL, Sales Assistant Marnie is a graduate of Dalhousie University and has been working in the investment industry for 8 years and joined our team at BMO Nesbitt Burns in 1999. Responsible for the administrative needs of the clients, Marnie is always available to respond to client inquiries. She is also fully licensed and can execute trades in my absence.
BRIAN CLARK, Estate and Insurance Advisor *3 Brian is our team's Estate Planning expert. He is an independent broker and is licensed to do business with most major Canadian Life Insurance companies. Brian holds both the Chartered Life Underwriter (CLU) and Certified Financial Planner (CFP) designations. He brings with him 14 years experience in estate and retirement planning with a focus on life insurance. Before joining BMO Nesbitt Burns Financial Services, Brian spent 7 years with a large Canadian Insurer. His clients represent a broad cross section of business owners, executives and private individuals. Brian is dedicated to providing his clients with professional service and offering them his planning expertise.
A WORD OF THANKS We would like to thank all clients who have referred friends and colleagues to us recently. Our business practise continues to grow primarily through these referrals, and your faith in us is truly appreciated.
1Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2007 Report.
2The 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.
3All insurance products and advice are offered through BMO Nesbitt Burns Financial Services Inc. by licensed life insurance agents, and, in Quebec, by financial security advisors.
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.
** Mutual fund prices are as per previous day's close. Unlike stock prices they are not updated throughout the day.
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