Our team offers extensive experience in financial advisory services..
At BMO Nesbitt Burns, we are positioned to provide a wide selection of investment programs and can tailor our approach to meet individual financial situations.
Vance Elder has been an Investment Advisor for the past 13 years. His background includes a degree in Economics and Management from the University of Calgary. Client service is paramount and Vance takes pride in providing personalized service and informed advice to meet the retirement goals of his clientele. "It is my philosophy to provide my clients with the highest level of service possible. I have accomplished this by maintaining up to date knowledge of the investment markets. I have hosted seminars ranging in topics from "Estate Planning" to "Innovative Investing". I have built a top notch support team which enables me to ensure all client needs are addressed."
In addition, Vance has been a member of the Planned Giving Committee for Wood's Homes and supports the Canadian Cancer Society, Woods Homes, The Canadian Breast Cancer Foundation, and the CNIB. Vance also supports the Entrepreneurial Adventure Program where he has mentored grade seven students on goals and value setting for business creation.
Joanne Bosgra, Associate Investment Advisor , has a wide range of industry experience. Along with these skills, Joanne has proven her ability to visualize and create long-term investment strategies for clients.
In addition to her experience, Joanne has completed the Canadian Securities and Professional Financial Planning programs.
Her special areas of expertise and emphasis include asset allocation and retirement planning.
In her leisure time, Joanne enjoys spending time with her 3 children and one son in law and enjoys travelling.
Fred James, Estate Planning & Insurance Specialist, a former Vice President with a major insurance company and a life and qualifying member of the prestigious Million Dollar Round Table, Fred brings 35 years experience to meet your life insurance needs.
A graduate of the University of Alberta, Fred holds the designation of Chartered Financial Consultant, Certified Financial Planner, Chartered Life Underwriter and Registered Trust and Estate Planner.
Also, a former professional football player for two Grey Cup teams in the Canadian Football League, Fred knows what it takes to be a winner - commitment and teamwork.
His business philosophy is based on his solid commitment to fulfilling the retirement and estate planning needs of his clients. Well versed in the relevant areas of taxation and financial planning, he specializes in providing services addressing generational planning needs, business succession planning, estate friendly investing charitable giving and retirement income planning.
As an Estate Planning Specialist, Fred works in conjunction with other consultants to provide the comprehensive advice and services that are required to prepare for a comfortable life in retirement.
1Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2007 Report.
2The 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.
3Third party publications are not prepared or approved by BMO Nesbitt Burns Inc., and BMO Nesbitt Burns Ltee/Ltd. (“BMO Nesbitt Burns”) and therefore may not meet Canadian research disclosure requirements applicable to BMO Nesbitt Burns. The opinions, estimates and projections contained in the publication are those of the author as of the date indicated and are subject to change without notice. BMO Nesbitt Burns makes no representation or warranty, express or implied, in respect thereof, takes no responsibility for any errors or omissions which may be contained therein and accepts no liability whatsoever for any loss arising from any use of or reliance on the report or its contents. The provision of this publication is not to be construed as an offer to sell or a solicitation for or an offer to buy any securities. BMO Nesbitt Burns or its affiliates may buy from or sell to customers the securities of issuers mentioned in this publication on a principal basis. BMO Nesbitt Burns, its affiliates and/or their respective officers, directors or employees may from time to time acquire, hold or sell securities of issuers mentioned in the publication, related securities, or options, futures or other derivative instruments based thereon. BMO Nesbitt Burns may act as financial advisor and/or underwriter for certain of the issuers mentioned therein and may receive remuneration for same. BMO Nesbitt Burns is a wholly owned subsidiary of BMO Nesbitt Burns Corporation Limited, which is an indirect majority-owned subsidiary of Bank of Montreal. Bank of Montreal or its affiliates may have lending arrangements with, or provide other remunerated services to, the issuers mentioned herein. The reader should assume that BMO Nesbitt Burns or its affiliates may have a conflict of interest and should not rely solely on this publication in evaluating whether or not to buy or sell securities of issuers discussed herein.
4The comments included in the publication are not intended to be a definitive analysis of tax law: The comments contained herein are general in nature and professional advice regarding an individual’s particular tax position should be attained in respect of any person’s specific circumstances.
5All 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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