BMO Nesbitt Burns - Randy Coker

BMO Nesbitt Burns, Belleville
Celebrating 15 years in the Quinte Community

Commentary: Interest Rates and Stock Markets - For our outlook on the investment world

The Architect Program

Joanne and Randy's Coker's experienced and knowledgeable approach to financial planning really helps take the stress out of investing.

What Clients Say...

"I really appreciate Joanne's research and attention to detail. I have never dealt with anyone who has given me such good service and attention. It's just absolutely wonderful. Joanne seems to know what I need even before I realize it myself." - Mrs. Lu VanAlstine, Trenton

"Jim and I appreciate Randy's straightforward approach. He is a pleasure to deal with. Randy is a great asset to our family and company." - Linda and Jim Parkinson, Owners, MasterBedroom, Belleville and Kingston

"We find Joanne to be courteous, friendly and well-informed of changing market conditions. She is quick to react to clients' needs both short-term and long term. She is always willing to discuss alternate ways of maintaining investments. Trustworthy." - Joan & Bill Sindall, Belleville

"I have known Randy Coker professionally and personally for many years and have found him to be a person of the utmost integrity. Randy has consistently provided excellent advice and service." - Paul Martin, Vice President, Finance and Operations, Grimsby Custom Tooling Limited

What are the traits you look for in an investment advisor?

Experience and longevity in the business are both important - many people don't realize that many financial advisors have less than five years in the business. A varied, extensive and up-to-date educational background is also a key factor. You want to be confident that your advisor is fully trained in all aspects of investment advice. Personality should play a big role as well. Your advisor must have the flexibility to meet your changing needs, and you should feel very comfortable with your partner (feeling free to be frank about your financial goals and/or limits). Frequency of client contact is another important factor. Many people's complaints about their existing advisor include that they rarely hear from them, that they would like to be given more attention and that they have begun to feel unimportant in the process.

¹Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2008 Report.

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