BMO Nesbitt Burns - Richard McCurrach


Mission Statement To provide you and your family with objective, dependable investment advice, and to develop a long-term relationship based on trust, professionalism, confidentiality, and integrity. Profile I have been involved in the Kamloops and area business community since 1994. My background is in the agriculture industry, where I was the general operations manager of Purity Feed Co. Ltd. in Kamloops and Merritt from 1994 until 2000. I also have experience as a general contractor and property developer in the residential construction industry and worked as a fire fighter with the City of Calgary Fire Department. Prior to beginning my working career, I attended the B.C. Institute of Technology and Simon Fraser University, where I earned a Bachelor of Arts degree. I live in Kamloops with my wife Andrea and two beautiful children, Aydin and Lauren. My Business Philosophy I believe that the keys to managing your wealth and achieving your financial success are: To continuously develop a strong, long-term relationship with you, the client; To implement disciplined investment strategies and programs; and To provide superior, client-focused service. Developing the relationship I believe that the most important characteristic a person can possess is integrity, and that strong relationships are built on trust and confidentiality. My focus is on continually earning your trust and confidence, by listening to you and fully understanding what you value. Investing is an emotional endeavour, and it is critical that you feel comfortable putting trust in your Investment Advisor. Disciplined Investment Strategies I am committed to developing and implementing objective, disciplined, long-term investment strategies customized to your needs and risk tolerance. I believe that you, the investor, should know what you own and why you own it. The most effective way to add value to your investment portfolio is through a holistic approach to the entire wealth management process. A strategy for building wealth must also include a strategy for preserving wealth. Preserving wealth involves prudent investment strategies, tax planning, income considerations, and estate preservation. Superior, client-focused service I will continually strive to provide you with a level of service that best meets your needs and circumstances. I have implemented a detailed Client Service Program which strengthens my ability to work with you, the client, through ongoing communication and contact. A personalized service pledge will be received by every client, customized to meet their individual needs.