Specialties:
Wealth Advisory: Investment Management, Retirement Accounts and Estate Planning
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The ORPEN Team provides Wealth Advisory Services to established individuals by partnering with them to implement a comprehensive wealth strategy. By developing a customized strategy that addresses all aspects of family security, income and asset preservations, estate and retirement planning and philanthropy, our clients are well positioned to realize their vision for their lifelong goals and dreams. We believe that by creating organized and simplified wealth management plans, we alleviate anxiety for our clients and ultimately provide complete peace of mind.
Wealth Management is a family affair and has many aspects that can be planned for in harmony by our team. We assist you in managing and preserving your personal wealth.
ABOUT BMO NESBITT BURNS
BMO Nesbitt Burns, the full service investment arm of Bank of Montreal, is one of Canada’s leading investment firms. Employing over 3500 dedicated professionals, we serve the investment needs of individuals, corporations, and governments from an extensive network of Canadian and international offices. Excellence is the lifeblood of successful investing. Since 1981, we have been home to the #1 independently ranked investment research team in Canada.*
Helping our clients with knowledgeable financial advice for over 80 years, we have established a reputation for excellence and commitment to building and preserving wealth for generations of clients.
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.