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Education:
BBM, Ryerson University, Toronto, Canada
Chartered Accountant, Canadian Institute of Chartered Accountants, Toronto, Canada
Languages Spoken:
English, Gujarati, Kutchi, Hindi, Urdu, Swahili
Specialties:
Strategic Investment Planning
Asset Allocation & Portfolio Analysis
Financial & Retirement Planning
Estate & Insurance Planning
Individual Pension Plans
Retirement Compensation Agreements
Group Insurance & Pension Plans
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Our Team
Nadir Janmohamed, BBM, CA
Investment Advisor
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Nadir has been in the financial services business for the last 7 years. Prior to Joining BMO Nesbitt Burns, he was with a major Canadian & U.S. Investment Firm.
Nadir holds a Bachelor of Business management degree from Ryerson University, a C.A. designation from the Canadian Institute of Chartered Accountants. He also has completed the Professional Financial Planning Course from the Canadian Securities Institute and is Insurance Licensed.
Nicola Buchnea, Investment Representative
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Nicola is an Investment Representative who has 9 years of Industry Experience.
She is responsible for handling client calls and inquiries, providing research, documentation and account maintenance, team appointments, and other administrative duties. She has fulfilled all the requirements of the Canadian Securities Institute as well as the Options Licensing Course and is an investment representative able to execute trades.
Smith Kimpton Financial Group
Planning + Success + Legacy
Steven A. Smith CFP, CLU, CH.F.C., Estate and Insurance Advisor
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Steven was the first Estate and Insurance Advisor to join BMO Nesbitt Burns in August 1996. He has been with our subsidiary company, BMO Nesbitt Burns Financial Services Inc., for twelve years and is a Senior Vice President of the firm.
With 27 years experience in the Life Insurance and Financial Planning area, Steven is a Certified Financial Planner, a Chartered Life Underwriter and a Chartered Financial Consultant.
Steven is a member of Advocis, the CLU Institute, the Financial Planning Standards Council and the Estate Planning Council of Toronto.
He was very involved with the life insurance industry as a Past President of the Toronto CLU Chapter and as a Trustee for the National CLU Board.
John M. Kimpton CFP, CLU, TEP, Estate & Insurance Advisor
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John began his planning career in January 1990, shortly after graduating from McMaster University. Working as a planner until 2000, John spent a number of years in a leadership/management role with a major life insurer.
John joined the firm in early 2007 in partnership with Steven Smith, Senior Vice-President, BMO Nesbitt Burns Financial Services Inc. where their almost 50 years combined experience provides expertise to the advisors of BMO Nesbitt Burns and BMO Harris Private Bank.
With 20 years experience in the Life Insurance and Financial Planning area, John is a Certified Financial Planner, a Chartered Life Underwriter and a Trust and Estates Practitioner.
John is a member of Advocis, the CLU Institute, the Financial Planning Standards Council (FPSC) and the Society of Trust and Estate Practitioners (STEP) of Canada.
John’s area main area of interest lies in corporate insurance and estate planning for family business involving Canadian-controlled Private Corporations, Professional Corporations and Partnerships.
Ivanka Horvat,
Lending Specialist, BMO Bank of Montreal
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Ivanka is a lending specialist @ BMO Bank of Montreal working with Nesbitt Burns team. With over 20 years experience in the banking industry she has the ability and capacity to assist clients with all of their lending needs as they become apparent. At BMO Bank of Montreal we offer variety of products such as Home owner’s Line of Credit, Personal Line of Credit, Mortgages, Personal and Investment loans. She can help customize a lending plan that offers competitive rate and flexibility to fit client’s cash flow, repayment & budgeting requirements or assist with financing options.
Please feel free to contact Ivanka with any questions you may have at 416-365-6034.
Ivanka Horvat is an employee of Bank of Montreal, an affiliate of BMO Nesbitt Burns Inc. Bank of Montreal is not a member of the Investment Industry Regulatory Organization or a Member-Canadian Investor Protection Fund.
Investment Philosophy
I firmly believe that my clients' interests are best served by taking a fully diversified portfolio approach to investing. I work closely with my clients to prepare a customized investment strategy designed to help improve portfolio returns, while striving to keep risk at an acceptable level. Whether my clients are conservative investors, or growth-oriented investors, I will propose an investment strategy that fits each client's needs. Taking into consideration a client's current tax situation, investment strategy and risk tolerance, I build long-term financial relationships with my clients, assisting them in constructing a strong portfolio to secure a healthy financial future.
BMO Nesbitt Burns Investment Advisors are backed by our top-ranked research* and resources of BMO Financial Group, have been making the choice easier for Canadian investors for decades.
Investment Solutions
Asset Mix Management
A key determinant to successful investing is an appropriate mix of assets - cash, stocks and bonds. Using recommendation from BMO Nesbitt Burns' Research Department, I work closely with my clients to develop portfolios that are appropriate for them. As part of our long-term relationship, I will recommend changes to a portfolio mix if their personal circumstances change.
There are a broad range of investment solutions available to meet the needs of the diverse groups of clients served by BMO Nesbitt Burns.
Whether you're a young professional planning for all that life will bring, a young couple building a solid foundation for wealth, an executive at the height of your career, a business owner looking for corporate wealth solutions or you're retired and living your dreams while planning for your legacy, I will work with you to develop a plan to address your goals consistent with your unique inividual situation.
Managed Assets
Individuals looking for a better way to manage the complexity and overwhelming choice that now comes with investing often turn to managed asset programs. Within a managed asset program, you and your investment advisor work together to develop an overall investment strategy and then leave the day-to-day implementation of the strategy to expert portfolio managers.
Servicing Excellence
I am committed to building a solid, lasting relationship with my clients. Keeping clients informed is a top priority for me. This means providing access to a wealth of educational materials, promptly returning phone calls, and quickly following up on administrative issues. It also involves monitoring accounts on an ongoing basis to take advantage of opportunities as they arise, and changing market conditions. I regularly review goals, strategy and portfolio performance with my clients.
What our clients are saying:
"Just a note to say thank you for everything. You have always taken care of my investments as you do for yourself. I am fortunate to have a financial planner as your self. Please feel free to share this message. I have an unexpected tax return! After twenty years this is the first time I am not paying Revenue Canada as a result of your guidance. Thank you so much for always convincing me and proving to me that your investment techniques work. "
"I opened my statement this morning and it's moving in a positive direction. Thanks again for your reassuring words and confidence during those gloomy days, it helped to keep me focused and positive. You are a very warm and caring person. I feel so blessed to have you manage my portfolio."
"Nadir, you really are a very special person and I can see why everyone who's met you speaks so highly of you. What was even more wonderful was to have the opportunity to meet some of your other clients, as they continue to endorse the same. I continue to feel blessed to have you in my life and thank you for your kindness and support."
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