BMO Nesbitt Burns - Ron Le Stage

Welcome

Specialties
Retirement Planning, Asset Allocation , Defensive Portfolios, Fixed Income Strategies, Structured Notes and Income Trusts, Transitional Planning

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Need some help reaching your financial goals?

If you are, then Ron can help you chart out your financial path and ensure your financial security. Ron's unique process will help you develop a long term investment strategy and reach your financial goals.

Over the years, Ron has accumulated extensive experience in the area of defensive portfolio strategy, fixed income strategy and income trusts. He has helped a wide variety of clients achieve their financial goals.

Ron has received the FCSI (Fellow of Canadian Securities Institute) designation. This is one of the most prestigious financial designations in Canada. His commitment to continuous education guarantees that your money is in the right hands.

Ron's Process

Ron is dedicated to understanding his clients' financial needs. He always starts with a meeting with the client to learn about his/her financial condition, risk tolerance and financial goal. Based on the information, Ron will prepare a financial proposal with the help of BMO Nesbitt Burns proprietary technology and the assistance of other investment team members.

The financial proposal will be reviewed together with the client. Ron will then implement the proposal and monitor the progress of the implementation. He will keep his client well informed regarding the progress and will conduct regular reviews with his client.

It is always a great idea to have a complementary review with Ron on your current financial condition and your financial goals. Call him now at 250-707-2190.

¹All 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.

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