When you work with Brinkman Investment Group, you are working with a team of investment experts and financial professionals. We will take an in-depth interest in your goals, and act as personal counsel for all your wealth management needs.
You’ll enjoy access to a wide range of wealth management services, including investment products, banking and credit solutions, business financial services, estate planning and trust services, financial planning, and asset and income preservation through insurance planning.
Working with Brinkman Investment Group at BMO Nesbitt Burns gives you time to pursue other interests, confident in the knowledge that someone who understands your personal needs is overseeing the development and implementation of your wealth management strategy. You will always be well-informed and able to make wise decisions about your life and your assets.
We have the knowledge, resources, and expertise to help you achieve your most important objectives.
The Brinkman Investment Group, comprises Julius Brinkman, Senior Vice President, Pat McLaughlin, Associate Investment Advisor, Amalia Mettimano, Associate Investment Advisor, Fred James, Estate Planning Advisor and Jennifer Ducarme, Administrative Assistant. We work closely with our clients and business partners to create value in a wide spectrum of investment opportunities. As wealth and investment strategists we are solution driven rather than product focused
Many investment counsel firms have a goal to be known as having the best “research” in the market place. As we do have the best research, our goal now is to have the best “SOLUTION.”
Our Focus • Precise solutions to specific problems • Sound analyses & recommendations • Integrated services to protect your estate • Integrity of a reputable financial institution • Prudent, disciplined portfolio management
1The comments included in the publication are not intended to be a definitive analysis of tax law: The comments contained herein are general in nature and professional advice regarding an individual’s particular tax position should be attained in respect of any person’s specific circumstances.
2The comments included in this publication are not intended to be a definitive analysis of tax applicability or trust and estates law. The comments contained herein are general in nature and professional advice regarding an individual’s particular tax position should be obtained in respect of any person’s specific circumstances.
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.
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