Dwayne is a Vice President, Senior Investment Advisor and Assistant Branch Manager with BMO Nesbitt Burns Inc. Dwayne has also earned the designation of Fellow of the Canadian Securities Institute, FCSI. This designation, along with his Senior status, demonstrates his ongoing commitment to exceed industry educational requirements and standards. In addition, he has a long and distinguished track record of building his business through consistent, conservative investment advice. Dwayne is also active in local fund raising and charity work for the MS Society of Canada and their Annual Cowichan Valley Bike Tour.
Dwayne has been in the investment industry for over 17 years. Currently, he manages in excess of $100 million in personal and corporate client assets. In assessing a client’s current investment strategy and financial needs, he first establishes the client’s investment objectives, risk tolerance and investment time horizon. This ensures an investment strategy that fits the client’s profile. From there, he suggests an appropriate investment mix that will ensure their objectives and goals are met. This may result in a traditionally tailored portfolio or a managed investment portfolio. Dwayne’s clients that participate in the BMO Nesbitt Burns Managed Programs benefit from accessing some of the world’s leading investment managers.
Dwayne is supported by a dedicated investment team that assists him in providing his client’s with superior service and wealth management advice.
Jeff has been in the investment industry for over 8 years. Prior to joining BMO Nesbitt Burns, he worked for a Canadian investment dealer and received a Bachelor of Arts degree in Economics from the University of Victoria. In addition to completing the required securities designations, he has also completed the Certified Financial Planner (CFP) Designation through the Financial Planners Standards Council and the Canadian Investment Manager (CIM) Designation through the Canadian Securities Institute.
Jeff has a background in financial planning, accounting and client service. His role is to assist Dwayne in the day-to-day management of client investments and in providing value-added client service.
Shirley has been in the financial services industry for over 25 years. In her current role, she is responsible for all administrative matters and overall client service.
A cornerstone to Dwayne’s business is personal service. He meets with his clients on a regular basis to monitor progress and offer recommendations. This is an ongoing consultative process that solidifies a long-term relationship that is built on trust and integrity. As a result, many of his new clients have been obtained from referrals from existing clients. His clients believe that their family and friends deserve this level of advice, service and peace of mind with their own investments.
To arrange an introductory meeting with Dwayne, please call him at 361-2413 or Jeff at 361-2431.
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.
Market Watch
Last Updated
November 7, 2009 22:40 EST
Last
Change
TSX Comp
11,250.42
69.72
S&P/TSX 60
667.31
4.49
DJIA
10,023.42
17.46
S&P 500
1,069.30
2.67
NASDAQ
2,112.44
7.12
Nikkei 225
9,789.35
71.91
TSX Vent
1,340.62
9.07
Hang Seng
21,829.72
350.64
$CAD
92.9900
-0.8300
London Gold
1,096.75
7.75
WTI Oil Spot
77.43
-2.19
Source: SunGard PowerData
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