When Garth sits with his clients, his calm, thoughtful manner inspires confidence and helps them discover the missing pieces that will have a positive impact on their money and their life. Garth acts as a financial quarterback to ensure each client gets the right products and the right advice for their unique needs. He takes great pride in helping successful business owners discover a better plan for their money.
Garth was a Financial Controller for seven years before he made the decisive move to BMO Nesbitt Burns as an Investment Advisor, following his passion to work one-on-one with people to help them create a better life. His business as an Investment Advisor has thrived because of his direct and easy way of communicating with his clients and his commitment and dedication to hard work. In just six years, he has evolved into a locally recognized leader on the investment and wealth creation scene in the Summerside area in Prince Edward Island.
Capitalizing on both his strengths and even more, on what he considered one of his biggest limitations, lack of sales experience, Garth read a mountain of books and sought out mentors to help him make the right decisions to grow his business. It didn’t take long to develop a vibrant investment practice and achieve his goals of exceeding the firm’s revenue goals while delivering a high level of service to his clients. He is extremely pleased to see his business growing at 30% to 40% per year.
Garth knows that he has a tendency to be extremely analytical, taking extra time with each of his clients to seek out ways to discover a better plan for their money. His meticulous attention to detail may not be for everyone, but it is exactly what is needed for his clientele; business owners who take a positive approach to their business and life and are interested in following a holistic approach to wealth creation and preservation. His clients are thrilled to have peace of mind and complete confidence to work with someone they trust.
Garth gives this advice to those who want to save time and grow their money: “Discover a plan that’s right for you and review it on a regular basis.” Most importantly,“Don’t act emotionally when it comes to your investments by overreacting when the markets are experiencing a downturn. It’s important to understand what is going on in the market, but more importantly understand how maintaining your long-term strategy through difficult times is critical to achieving your goals.”
Garth is about giving back. He generously shares his time hosting meetings, organizing networking dinners, and mentoring as the President of The Greater Summerside Chamber of Commerce. Currently he is actively involved with forming a group of business leaders to work along with the Government’s announcement to relocate the Department of Education from Charlottetown to Summerside. Garth is also an active member in good standing with the Certified General Accountant Association.
When Garth is not focused on his job as an Investment Advisor, he can be found coaching soccer or hockey with his two boys, Zach & Tanner, practicing the guitar, or keeping active playing squash or out running, an activity he shares with his wife, Lisa.
Helping you Maximize Your Financial Success and Peace of Mind
Our Philosophy: We believe that by ensuring clients achieve financial success and peace of mind we will help them to:
reduce stress in their lives and
focus more on achieving their lifestyle goals such as their health, stronger relationships,retirement and other interests
We believe an integrated financial planning approach is the most effective way to help clients achieve their financial success and peace of mind.
Mission Statement:
"Through a high level of trust,care and expertise we help our clients achieve maximum success by identifying and acting on opportunities that will benefit them and their family."
Value Principle:"TRUST"
"T" -Trust is the foundation of our relationship. "R" -Respect for your values, hopes and fears. "U" -Understanding and focusing on your objectives. "S" -Safety is a high priority when growing your money. "T" -Total satisfaction with solutions and service. "Our Process"
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.
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