Education:
BSc., University of Toronto, Toronto, Canada
Languages Spoken:
English
Specialties:
Financial Planning; Portfolio Management; Estate Planning.
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DANIEL FRY has been in the investment industry since 1980. He is a Financial Planner and is insurance-licensed. In 2002, Daniel became a Vice President.
"Investing is a love of mine. I am fluent with mutual funds, bonds, stocks, and insurance strategies. I keep up with industry changes, including the trend towards fee-based products, which can often save clients money and improve their results."
Since 1992, BOGDAN YORDACHE's focus has been to assist individuals with the protection and administration of their wealth. His industry background helps individuals who have questions on registered products and the succession of wealth due to death or other family situations.
"One aspect of our business is retirement planning. We help individuals grow their RRSPs using our sophisticated planning software. For those retired, we can assist in cash-flow planning. Tax-advantaged strategies are widely used.
"Through the combination of our service, BMO Nesbitt Burns research and BMO Bank of Montreal, clients are rewarded with knowledgeable recommendations and personalized service."
Before joining Nesbitt Burns, MICHELLE ALARCON was a Commercial Account Manager at BMO Bank of Montreal. Michelle has held different customer service positions with BMO Bank of Montreal since 1991. Since July 2007 Michelle joined BMO Nesbitt Burns as a Client Service Assistant.
CAROLINE JALBERT has taken care of administration since 2000. She is a valuable team member and is often the first and most frequently contacted. She also ensures we can be reached even if we are away from the office.
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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.
** Mutual fund prices are as per previous day's close. Unlike stock prices they are not updated throughout the day.