Education:
B. Sc. (Hons) Polymer Science and Tech. (Physics), U.M.I.S.T. (University of Manchester), Manchester, England
Languages Spoken:
English, French, Italian
Specialties:
Investment Planning, Retirement Planning, Estate Planning, Insurance Services
Non-discretionary Fee-based portfolios
Fixed Income: GICs, Bonds and T Bills
Canadian and U.S. Stocks and/or Mutual Funds
Tom Dusmet is an Investment Advisor with BMO Nesbitt Burns, with an office in Sussex Centre, across from Square One Shopping Centre, in Mississauga.
Tom is part of an advisor team at BMO Nesbitt Burns, along with Brian Self, Nelia Taddeo and Greg Young, who work with Business Professionals, Near Retirees and Retirees to help them plan and manage all their financial affairs. His specialty is helping people identify their needs and dreams then establishing simple, low-risk plans that work for them.
Working together with people to identify what is important in their lives and then by developing simple, customized financial tools, is how Tom helps them achieve these goals, whether they might be funding the education of their children or grandchildren, planning for their own retirement, planning their estate needs or identifying and provisioning for a cherished philanthropic vision they might have.
Tom takes a consultative approach with clients – he invites them to bring their questions forward, which, in turn, invites questions from Tom: this way, we work together to identify all essential financial details, discuss issues and concepts, to develop strategies and solutions from.
Obviously, before Tom can make any recommendations or suggestions, he needs to learn what your visions and objectives are and what level of commitment you have to them, so he can help you achieve the financial component of your goals. Examples of the questions Tom might ask are:
1. What keeps you up at night?
2. What’s really important to you? (short and long term)
3. What resources do you have at your disposal?
4. What are your dreams - personally and financially?
5. What stands in the way of you realizing your dreams?
These questions help him develop a plan of action: Tom will develop short and long term strategies, to put you on track to achieving your goals and help you commit to those strategies which seem to best meet your needs.
Once a strategy is implemented, Tom will continue to regularly monitor and evaluate your progress with you to ensure that you are on target to meeting your goals.
In his spare time, Tom is very active in his local community, through the Rotary Club of Milton, the local Chamber of Commerce and other organizations. Through the Rotary Club, Tom has initiated such projects as the “Gift of Knowledge Scholarship,” the Milton Rotary TV Auction and a suite of new member tools called “All About Rotary.”
Tom Dusmet cares. He cares about his community. He cares about his clients. In his practice, as an investment advisor, Tom provides attentive personal service and professional investment advice.
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 a majority-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.
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