Tom Gougeon, MBA University Of Western Ontario, BCS University of Toronto,
Shelly Lairar Economics Loyalist College
Languages Spoken:
English and French
Specialties:
Portfolio Strategy
Estate Planning
Retirement Planning
Canadians Outside Canada
RRSP's
Financial Planning
About the Gougeon Investment Management Team
Our Commitment To Our Clients
We are committed to understanding you and your financial goals and to helping you achieve them. Our goal is to eliminate your worries about investing. The foundation of our relationship with you will be built on trust, mutual respect, and open communication. Our first step is to get to know you, your family and your financial goals. Only then can we begin to discuss how our philosophy of long term investing and comprehensive planning will help you achieve those goals. Our success is based on the financial success of our clients.80 Things To Do For Your Clients.
Total Investment Management Solutions
The Gougeon Team is a senior investment group whose goal is to establish long-term relationships with clients while working together to develop strategies to create and preserve wealth, save taxes and cater to every individual’s or family’s unique goals and constraints. This premier Team delivers well managed and conservative investment programs which work within the framework of a personalized 'Investment Policy Statement' and professionally prepared financial plan. The Gougeon Team strives to deliver an unparalleled level of service to their clients.
The Gougeon Group Consists Of:
Tom Gougeon Vice President, Senior Investment Advisor
Tom has been in the investment business for 25 years. After completing a Bachelor of Science from the University of Toronto and an MBA from the University of Western Ontario, he entered into the bond portfolio management department of a Canadian Crown Corporation and in 1980 started his investment counselling practise with a major Canadian financial institution. Over the last 25 years he has provided investment advice for clients both in Canada and abroad with portfolio management, corporate finance as well as private equity. He has also managed branches for a Canadian and an American investment dealer. His industry designations include the standard securities license, branch manager designation, option license and insurance licenses. He is dually employed by BMO Nesbitt Burns and Nesbitt Burns Securities Limited, a US broker dealer, which enables him to handle residents of the United States. Tom is bilingual, has three children and resides in the Ottawa area. Email Tom
Shelly Lairar Investment Associate
Shelly graduated from Loyalist College in 1992 in Economics. Since that time she has held various positions in the Insurance and Personal Trust Division; with two major Canadian financial institutions. In 1996 she entered the Canadian Securities Industry in an administrative role, and now holds an advisory capacity dealing with clients and providing solutions to Financial Planning problems. She specializes in retirement planning and portfolio construction. Shelly brings to the table a unique ability to provide creative solutions to a wide variety of family financial planning situations, using her knowledge of tax, insurance and investment alternatives. She completed the Professional Financial Planner course, and provides exceptional service in a clear and concise manner. Shelly provides educational seminars by way of luncheons and after work sessions for both individuals and corporations. Shelly currently resides in the Ottawa Valley with her family. Email Shelly
Julie has been in the investment industry for the last 20 years, 9 of those with BMO Nesbitt Burns. Julie has held all administrative positions at BMO Nesbitt Burns, from Cage Clerk to Wire Operator and is currently an Investment Representative and Administrative Assistant. She acquired her Canadian Securities Course in January of 1992. Julie prides herself on executing client's requests in a timely manner, and in doing so as efficiently as possible. Julie is a valued member of our team. Julie lives with her husband and three children an hour's drive southeast of the city. Email Julie
1The opinions, estimates and projections contained herein are those of the author as of the date hereof and are subject to change without notice and may not reflect those of BMO Nesbitt Burns Inc. (“BMO NBI”). Every effort has been made to ensure that the contents have been compiled or derived from sources believed to be reliable and contain information and opinions that are accurate and complete. Information may be available to BMO Nesbitt Burns or its affiliates that is not reflected herein. However, neither the author nor BMO NBI makes any representation or warranty, express or implied, in respect thereof, takes any responsibility for any errors or omissions which may be contained herein or accepts any liability whatsoever for any loss arising from any use of or reliance on this report or its contents. This report is not to be construed as an offer to sell or a solicitation for or an offer to buy any securities. BMO NBI, its affiliates and/or their respective officers, directors or employees may from time to time acquire, hold or sell securities mentioned herein as principal or agent. BMO Nesbitt Burns Inc. and BMO Nesbitt Burns Ltee/Ltd. ("BMO Nesbitt Burns") will buy from or sell to customers securities of issuers mentioned herein on a principal basis. BMO Nesbitt Burns, its affiliates, officers, directors or employees may have a long or short position in the securities discussed herein, related securities or in options, futures or other derivative instruments based thereon. BMO Nesbitt Burns or its affiliates may act as financial advisor and/or underwriter for the issuers mentioned herein and may receive remuneration for same. A significant lending relationship may exist between Bank of Montreal, or its affiliates, and certain of the issuers mentioned herein. BMO NBI is a wholly owned subsidiary of BMO Nesbitt Burns Corporation Limited which is an indirect wholly-owned subsidiary of Bank of Montreal. Any U.S. person wishing to effect transactions in any security discussed herein should do so through BMO Nesbitt Burns Corp. and/or BMO Nesbitt Burns Securities Ltd.
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** Mutual fund prices are as per previous day's close. Unlike stock prices they are not updated throughout the day.
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