Specialties:
Personalized comprehensive wealth management services for conservative high net worth investors. Managed Programs, Stocks, Bonds, Mutual Funds, GIC's, Segregated Funds, RRSP, RRIF, Estate Planning & Insurance. Customized solutions, professional approach.
Our Investment Philosophy
It is our belief that the relationship between a client and Investment Advisor is of prime importance. We strive to deliver value by anticipating client's needs and helping them integrate their resources and commitment into a unified investment plan.
Our Values
Our business is defined by core values.This is our promise to you:
Integrity- Above all else comes integrity. Our promise is to ensure that we will avoid any and all conflicts of interest and that each and every client receives confidential and professional conduct.
Commitment- We are committed to providing the best service possible. We make a personal promise to standby our word to ensure client satisfaction.
Dependability- You can depend on us. Our team has the manpower, the experience, the energy and the expertise to ensure that your expectations are met on time and in an orderly fashion.
Professionalism- We promise that we will conduct your business in a professional, thorough manner, keeping up to date with a fast paced and ever changing financial world.
Dedication- We are dedicated to your financial success. We will do everything in our power to help you reach your goals.
Our Beliefs
We believe that investing doesn't have to be complicated. Experience has taught us that quality investments and diversification are critical in helping you reach your financial goals.
We believe that each client has individual needs. We tailor specific financial solutions based on each clients individual needs and goals.
We believe that active money management will outperform passive money management.
We believe that a team approach ensures that our clients receive the attention and service that they desire and deserve.
We believe in full and complete disclosure.
R. Joni Ganderton, MBA, CFP Investment Advisor and Financial Planner
Joni has been servicing clients within the Financial Services Industry since 1993 and is a Certified Financial Planner. She has a BSC and an MBA in Finance and Marketing from Eastern College in the United States. By utilizing some of the world's best money managers, BMO Nesbitt Burns industry leading research and our extensive fixed income offerings, portfolios are created based on your individual needs. Joni calls Salt Spring Island home and is very active in the community, including serving on the Hospital Foundation Board.
Chris Canavan, Estate and Insurance Advisor
Deidre Smith CFP,CIM Estate and Insurance Advisor Associate
Having spent a combined 25 years in the Financial Services Industry, our Estate and Insurance Advisory team has in-depth knowledge of the financial markets and how they relate to your estate planning and insurance needs.
Working with your BMO Nesbitt Burns Investment Advisor, Chris and Deidre will help to ensure that your estate is on solid financial ground, with an eye to providing for your family while you are living and to transferring your estate to your beneficiaries in a tax-efficient manner when you pass on. A good estate plan is tailored to your particular financial and lifestyle objectives. It should anticipate your future needs, as well as encompass the present.
You can start by learning more about the issues surrounding estate planning from your Investment Advisor. Together with Chris and Deidre, they will work with you to develop a plan that will help you meet your personal and financial needs and goals.
b>About BMO Nesbitt Burns
As one of Canada's leading full service investment firms, BMO Nesbitt Burns Inc. has established a reputation within the financial services industry. Since its origins in 1912, the firm has been committed to helping clients meet their investment objectives and goals, with the highest of standards.
Today, the Private Client Division of BMO Nesbitt Burns is focused on meeting the needs of individual investors through a customized approach to investing. Approximately 1,300 Investment Advisors work closely with clients, drawing upon some of the best knowledge in the industry including our firm's top-ranked research.
As part of the Private Client Group, BMO Nesbitt Burns is able to provide clients with access to one of the broadest selections of investment solutions and products available today.
The Private Client Group brings together all of the Bank's wealth management services both in Canada and the United States.
1Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2007 Report.
2All 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.
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