Total Wealth Management Investment Philosophy:I provide a unique client driven wealth management platform, where my expertise is tempered with broad based client consultation on investment and risk management, and asset allocation.
I believe honesty, transparency and ethics are vital to successful wealth management which is why these values are intrinsic to my practice. Further to this, I believe that involving clients in the decision making process is integral to achieving superior results. Thus, my practice is distinctively governed by a Client Advisory Council mandated to provide regular input into how it is managed.
My Approach:
Understanding your needs: I take the time to understand your background, current situation, and future goals.
Reviewing your financial position: I assess your income, expenses, assets, and liabilities in order to highlight opportunities for action.
Providing a plan: I formulate a personalized investment strategy based on your unique needs that allows for flexibility should your situation change.
Working with you: I involve you in the investment decision making process all the while ensuring transparency of costs and accountability through regular reporting.
Commitment to Service:
I am committed to providing the highest level of service. As a client you can expect to receive:
- an invitation to join the Advisory Council; - consolidated portfolio and performance reports on a quarterly basis; - summarized reports of Advisory Council activities; - a complete face to face annual review of your investment portfolio; - invitation to all BMO Nesbitt Burns Client events and investment seminars.
BMO Business Partners
I am proud to work with exceptional individuals who provide my clients with high quality service. Please see my BMO Financial Group Business Partners below.
- Canadian Museum of Human Rights, Campaign Cabinet, Member - University of Manitoba, Governor - Indo-Canada Chamber of Commerce, Secretary
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.
Market Watch
Last Updated
March 19, 2010 15:35 ET
Last
Change
TSX Comp
11,979.42
-60.59
S&P/TSX 60
703.76
-2.99
DJIA
10,729.36
-49.81
S&P 500
1,159.27
-6.56
NASDAQ
2,372.46
-18.82
Nikkei 225
10,824.72
80.69
TSX Vent
1,560.14
-14.72
Hang Seng
21,370.82
40.15
$CAD
98.4700
-0.0900
London Gold
1,105.50
-17.25
WTI Oil Spot
80.68
-1.52
Source: SunGard PowerData
I understand by accessing this website I agree to the following terms and conditions.
Printer-friendly
Printer-friendly
