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What does your recovery look like? Contact us for unique solutions to get you positioned for success! After all, you deserve a plan.
Spring has sprung! We're embracing the season and putting a fresh foot forward.
We've designed brand new conference calls available exclusively for clients. These calls will be featuring the latest market commentary, seasonal information as well as a 'head's up' on new products we're working on. Contact us for more information.

See our Commentary page for expert opinions and a great idea for your tax return!
 Meet Our Team
 Contact the team or view members' profile
 Dianne J. Szelag, CGA, CFP
 Janice Gibbons
 Krystyna Szelag

 

 Need more information?

Complete this online form.

 

 

 Branch Location

Commodity Exchange Tower 360 Main St.

Suite 1400

Winnipeg, Manitoba

R3C 3Z3
Specialties:
Our expertise is in transitioning investors' retirement assets into tax efficient income designed to meet their needs.
Our Commitment to Our Clients
We are committed to providing clients and their families with a lifetime of comprehensive wealth management and proactive advice through our combined education, experience and the tools provided by BMO Nesbitt Burns. We feel that our wealth management style and discipline complement each other and will provide you with the peace of mind that comes with a team of professionals dedicated to serving your financial objectives.

Our Philosophy
To assist clients in consolidating their financial affairs in order to provide effective asset management, tax and estate planning and to provide comprehensive planning and reporting to demonstrate achievement of their objectives.

Is it time to change your advisor?
Has your current advisor addressed your recent investment concerns?Does your current advisor offer you the range of investment options suitable for the size of your portfolio?
As you approach retirement has your advisor provided you with suitable income generating options?
Do you receive adequate reporting and reviews?
Do you have an effective tax strategy?
Do you have a complete estate plan?
Would you consolidate your assets with your current advisor?

If you answered "no" to any of these questions, it might be time to consider a second opinion - ours.

What Type of Investor Are You?
Finding the right financial advisor involves finding someone you can trust who understands your needs and investment personality.
The majority of our clients seek a balanced investment approach and rely on our expertise to manage their financial affairs and all or most of their portfolios. Whether retired or still in the workforce our clients tend to have neither the time nor inclination to manage their own portfolios. **The typical portfolio is $150,000+.

 

1"BMO Nesbitt Burns Meridian Program" is a trade-mark of BMO Nesbitt Burns Corporation Limited, used under license.
"NESBITT BURNS ARCHITECT PROGRAM" is a trade-mark of BMO Nesbitt Burns Corporation Limited, used under license.
"Nesbitt Burns" and "Advance Program" are registered trade-marks of BMO Nesbitt Burns Corporation Limited, used under license.
"Nesbitt Burns Gateway" is a registered trade-mark of BMO Nesbitt Burns Corporation Limited, used under license.

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