Education:
Bachelor of Commerce (Honors), University of Manitoba
Fellow of the Canadian Securities Institute
Specialties:
We offer our clients an integrated and multi-disciplinary approach to managing, protecting, and transferring wealth. This includes investments, insurance, taxes, estates, retirement, cash management, planned giving, trusts and wills.
Who We Are
We are team of three financial professionals working with families, businesses and community foundations in Winnipeg and the surrounding areas. We provide clients with creative financial solutions and expert investment advice to assist in the realization of their goals.
Our services range from traditional day to day brokerage to comprehensive financial planning that includes retirement, estate, insurance, and wealth transfer planning. We can also assist clients in effectively planning their philanthropic aspirations.
When our client’s needs take us outside our area of expertise, we draw on the specialists in the entire BMO Financial Group, as well as our network of lawyers, accountants, and other professionals. We also regularly communicate with our client’s own group of professional advisors.
The result is an integrated set of solutions which allows our clients to be confident their financial concerns are being fully addressed.
Who Are Our Clients?
We work with a range of unique clients, both individuals and institutions, however our focus is those with more complicated needs such as business owners, professionals and corporate executives. We are also regularly introduced to individuals going through a life transition, such as an early retirement or severance package, or coping with the loss of a family member.
Our clients understand the importance of working with financial professionals to achieve their goals.
What Makes Us Unique?
We believe that financial success is the result of following a disciplined process which begins with a deep understanding of what matters most to our clients. Consistently following this process sets us apart in a financial services industry that is often too focused on specific products.
Clients also benefit from the collective expertise of BMO Nesbitt Burns, including top ranked Canadian equity research for the past 27 years, and numerous investment and wealth management professionals who help provide truly integrated solutions.
Why Clients Deal with Us
In a word, results. By taking the time to get to know what matters most upfront, following our process and drawing upon the resources available at BMO Nesbitt Burns, we are able to provide clients with the solutions they are looking for and the peace of mind that comes with it.
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.
2Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2007 Report.
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