Our team offers extensive experience in financial advisory services.
At BMO Nesbitt Burns, we are positioned to provide a wide selection of investment programs and can tailor our approach to meet your individual financial situation. Our consistent #1 ranking for investment research allows us the ability to make informed recommendations to our clients.
Client service is paramount and The Elder Team takes pride in providing personalized service and informed advice to meet the retirement goals of their clientele.
"It is our philosophy to provide our clients with the highest level of service and advice possible. We have accomplished this by maintaining up to date knowledge of the investment markets."
Vance Elder is a Senior Investment Advisor with many years of experience. His background includes a degree in Economics and Management .
Vance has been a member of the Planned Giving Committee for Wood's Homes and supports the Canadian Cancer Society, Woods Homes, The Canadian Breast Cancer Foundation, and the CNIB. Vance also supports the Entrepreneurial Adventure Program where he has mentored grade seven students on goals and value setting for business creation.
Joanne Bosgra, Associate Investment Advisor , has a wide range of industry experience. Joanne has proven her ability to visualize and create long-term investment strategies for clients. Joanne specializes in providing detailed financial plans for our clients.
In addition to her experience, Joanne has completed the Canadian Securities and Professional Financial Planning programs. Her special areas of expertise and emphasis include asset allocation and retirement planning.
In her leisure time, Joanne enjoys spending time with her 3 children and one son in law and enjoys travelling.
Jillian Zdunich provides full administrative support for clients of the Team. She has a BSC in Primatology and Archaeology. Jill continues to take investment industry courses to further her knowledge.
Fred James, Estate Planning & Insurance Specialist, a former Vice President with a major insurance company and a life and qualifying member of the prestigious Million Dollar Round Table, Fred brings 35 years experience to meet your life insurance needs. A graduate of the University of Alberta, Fred holds the designation of Chartered Financial Consultant, Certified Financial Planner, Chartered Life Underwriter and Registered Trust and Estate Planner.
Also, a former professional football player for two Grey Cup teams in the Canadian Football League, Fred knows what it takes to be a winner - commitment and teamwork. As an Estate Planning Specialist, Fred works in conjunction with other consultants to provide the comprehensive advice and services that are required to prepare for a comfortable life in retirement.
1Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2008 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 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.
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.
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