Specialties:
- Retirement & Estate Planning
- Investment Planning & Management
- Tax Minimization Strategies
- Risk Management
- Insurance Services*
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Our Mission
Our mission is to bring our clients financial success and peace of mind, so they can spend their time with family or friends, or in the pursuit of their hobbies or work. We do this by first taking a holistic view of our clients financial affairs. We convey our thoughts and perspective on their situation in an informed and educational manner. While we try not to get overly technical, we do believe that well informed clients that understand the issues at hand, will make better decisions and enjoy better results.
Our Approach
Our investment approach is conservative yet balanced, and focused on the long term. We work with each of our clients to develop a personalized and comprehensive set of strategies that fit together so our clients enjoy a cohesive plan. With access to BMO Nesbitt Burns top-ranked research* and over 30 years of combined financial industry experience, we offer a well informed perspective on your unique situation.
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.
** Mutual fund prices are as per previous day's close. Unlike stock prices they are not updated throughout the day.