Languages Spoken:
English, Spanish, French, Portuguese, Cantonese, Mandarin
Specialties:
ˇHigh Net Worth Investors
ˇInvestment Management
ˇFinancial & Retirement Planning
ˇEstate Planning
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"Experience, Wisdom & Great Service" (and user friendly, too)
We Listen and learn about your needs, wants, desires and financial picture so as to learn as much about you as we can.
We Explain what we do and how we do it. We ensure you become aware of our capabilites and our modus operandi. We discuss our strengths and help you fully understand the services we offer and how they may be of assistance.
We Discuss how your requirements can be best accomplished by the services and products we offer.
We Are Holistic in that we seek to understand and quantify your risk tolerance and your financial requirements both current and for future generations. Risk is an important analysis and that is where our experience comes to the fore.
We Prepare a written analysis of our understanding of your needs, wants and desires and our first proposed solution. This may include a complimentary financial plan.
We Discuss More to make sure that our suggestions properly meet your requirements and comfort levels. This is where you will learn of our objective of EXPERIENCE, WISDOM AND GREAT SERVICE.
We Meet regularly to review your investment portfolio and adjust and modify to changing needs and markets.
We Talk as often as you want. We are never too busy to talk to you.
We Stay Current not only on the market and economy but on new financial developments that may be of assistance to you.
We Have Experts on estates and insurance planning. Our complimentary financial plans help show you what you can expect in the future.
We Love e-mails. Great for communication 24/7.
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.
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