BMO Nesbitt Burns

Education:
B.A. Political Science (First Class Honours), McGill University
M.A. Political Studies, Queen's University
Diploma in Business Administration, University of Ottawa
Financial Management Advisor Designation, Canadian Securities Institute

Languages Spoken:
English, French

Specialties:
Retirement, Estate and other Financial Planning
Professionally-managed Growth and Income Investment Portfolios
Asset and Income Protection Strategies for Families and Businesses

A bilingual native of Montreal who has made Ottawa his home since 1978, Les began his Wealth Management practice with BMO Nesbitt Burns in 1996, after a successful federal government career in senior financial and operational positions at the Treasury Board and Transport Canada, among other departments. As a personal financial and investment advisor, Les works closely with his clients, their families and their businesses to understand their individual situations and needs; assess future goals; and develop a tailored plan to reach these goals successfully, while recognizing and managing potential risks.

Les is an active community volunteer, having served as a mentor at the Ottawa Boys and Girls Club; Vice-President of the Youth Services Bureau of Ottawa-Carleton; Entrepreneurial Advisor to the Ventures Caf� program for high school students; campaign speaker for United Way; Editor, Financial Planning, Journal of the Financial Management Institute of Canada; Chairman of Akiva Evening High School; and President, Ottawa Chapter, Canadian Friends of the Hebrew University of Jerusalem. Les is an avid runner, tennis player and skiier. He and his two sons, who are studying at Carleton University, share a passion for sports (playing rec league basketball together), music, debate and travel.

OTHER TEAM MEMBERS

Kelly Crawford, FMA
Investment Representative
(613) 798-4207
Toll-free in North America: (800)665-3383
Kelly Crawford

With over thirteen years experience in the investment industry as well as her own financial planning designation (FMA), Kelly is well-qualified as the team member responsible for client administration and service inquiries. Kelly is also licensed by the Ontario Securities Commission, having successfully completed the Canadian Securities Course, as well as other specialized financial training. Kelly has a great range of interests, including volleyball, travel and of course her two beloved dogs, Jasper and Riley.

Phil Comtois, BA Econ
Estate and Insurance Advisor
BMO Nesbitt Burns Financial Services
(May be contacted via Les or Kelly)

A bilingual native of Ottawa, Phil earned his Bachelor of Economics from the University of Ottawa and launched his career in Estate and Insurance with London Life. Phil joined BMO Nesbitt Burns in 1998. Phil works closely with Les to identify asset and income protection issues and develop creative strategies to manage these risks. Examples include strategies to boost retirement income; protect assets and income from major illness and from disability; protect a surviving spouse or family; protect a business; repatriate offshore assets; promote tax-efficient charitable giving; and manage estate tax liabilities (estate planning). Phil uses a straightforward style of communication. An avid golfer, Phil also earned a hockey scholarship to play goalie at St. Lawrence University and is regularly called upon to backstop our hockey team.

¹All insurance products and advice are offered through BMO Nesbitt Burns Financial Services Inc. by licensed life insurance agents, and, in Quebec, by financial security advisors.

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.

Last Updated February 22, 2012 22:06 EST
	Last	Change
TSX Comp	12,701.26	77.90
S&P/TSX 60	722.83	5.00
DJIA	12,938.67	-27.02
S&P 500	1,357.66	-4.55
NASDAQ	2,933.17	-15.40
Nikkei 225	9,554.00	90.98
TSX Vent	1,684.95	6.32
Hang Seng	21,549.28	70.56
$CAD	100.0800	-0.2400
London Gold	1,754.75	6.75
WTI Oil Spot	106.28	0.03

Source: SunGard PowerData

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