Education:
B.A. Economics, University of Alberta
MBA, University of Western Ontario, London, Ontario
Specialties:
A Personalized Strategy for Building and Protecting Wealth.
Our Commitment To Our Clients
Each client has unique financial objectives which deserve a unique financial solution. My commitment is to establish a strong client relationship based on trust and the disciplined application of fundamental money-management techniques. More specifically this involves:
Gaining a thorough understanding of my client's financial and non-financial objectives and how these are integrated;
Developing a strategy to reach these objectives that takes into account current resources, projected savings, future financial wants and needs and estate-planning goals;
Establishing an asset mix that balances the need for growth and capital preservation with the client's risk profile; and
Monitoring the program to ensure that any change in the client's personal circumstances and market conditions are reflected in the client's portfolio of liquid financial assets.
Who is Tom Love
Tom has been an Investment Advisor with BMO Nesbitt Burns since 1999.
Tom's business background prior to joining BMO Nesbitt Burns includes over 30 years of senior-level experience in the financial services sector. This included utility-rate regulation, corporate finance, real estate asset management, and consulting to financial institutions, pension funds, provincial and state government agencies and corporations.
Tom is a graduate of the University of Alberta (B.A.Economics) and the University of Western Ontario (MBA).
Sheila joined Tom in May 2004, and she is responsible for client service and administration. She has a B.Ed., University of Alberta.
What I Offer my Clients
We develop a partnership with our clients based on the understanding that we will apply our investment-management expertise with the objective of achieving those things that are most important to our clients. Our delegated role is to provide and execute on financial advise, thus giving our clients the confidence to get on with other things in their lives, knowing that their financial affairs are being handled in accordance with a pre-determined and agreed-upon financial strategy.
As a full-service investment firm, BMO Nesbitt Burns offers a wide variety of services and products to meet the diverse needs of the investor. These include:
Financial and Estate Planning Tools;
Industry-leading economic, equity, fixed-income and specialty-investment-product research;
Proprietary investment products including Blueprint, Advance and Quadrant programs; and
Industry-leading technical support.
My Investment Strategy
Having a financial strategy that allows you to achieve your goals is one of the best gifts that you can give yourself and your loved ones. An Investment Advisor plays a central role in addressing your specific financial goals and formulating and monitoring your step-by-step plan to achieve those goals.
My job as an Investment Advisor involves gathering relevant financial information to assess your present position, clearly identifying your priorities and objectives and helping develop sound strategies to realize desired goals. Whether your needs are funding a rewarding retirement or change of life, providing post secondary education for your children, protecting your family or business from misfortune and liability, or creating a tax-efficient estate plan, I can help you create a balanced strategy to enhance and protect your hard-earned wealth.
My Client Service Standards
Our mission is to provide the highest level of client service in the industry. This includes monthly written communication on topics of quality-of-life issues and a 90-day "must call" policy. These calls may be either to review any concerns with your account, or just to say "Hello, we are thinking about you".
In addition, we regularly monitor investment performance and suitability to ensure that we are on target with agreed-upon objectives.
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