| Harvey Comazzetto | Kelly Shantz |
|---|
| Vice President & Branch Manager | Associate Investment Advisor |
| Senior Investment Advisor | Financial Planner |
| Financial Planner | |
Enjoy today. Prepare for tomorrow.
Providing attentive and timely service
coupled with solid investment advice and
comprehensive financial planning.
Reasons to choose the Comazzetto Group:
- One-on-One relationship with an experienced personal investment advisor/financial planner
- Dedicated team of highly qualified support staff
- Reputation of absolute integrity and excellence
- Partnership with BMO Nesbitt Burns and its top-ranked research team
What can we do for you?
- Investment management and advice
- Retirement planning
- Education planning
- Insurance and estate planning
- Work with our partners at BMO Bank of Montreal to help service your overall financial needs
A strategy for building wealth must also address keeping wealth. Keeping wealth involves a myriad of strategies, from a prudent investment strategy to tax considerations and estate preservation plans to income planning.
1Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2008 Report.
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