__Harvey Comazzetto____Kelly Shantz
Vice President & Branch Manager
___Senior Investment Advisor_____Associate Investment Advisor
______Financial Planner_____________Financial Planner
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Providing attentive and timely service
coupled with solid investment advice and
comprehensive financial planning.
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Reasons to choose the Comazzetto Group:
- One-on-one relationship with an experienced personal investment advisor/financial planner
- Dedicated team of highly qualified support staff
- Partnership with BMO Nesbitt Burns and its top-ranked research team
- Reputation of absolute integrity and excellence
What can we do for you?
- Investment management and advice
- Retirement planning
- Education planning
- Insurance and estate planning
- Work with our partners at BMO Bank of Montreal to help service your overall financial needs
A strategy for building wealth must also address keeping wealth. Keeping wealth involves a myriad of strategies, from a prudent investment strategy to tax considerations and estate preservation plans to income planning.
1Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2007 Report.
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