Education:
Honours Bachelor of Arts, Laurentian University
Fellow of the Canadian Securities Institute (FCSI)
Languages Spoken:
English
Specialties:
Wealth Management
Estate Planning*
Personal Profile
Hugh has over 19 years experience in the financial services sector. He began his career in management with a major Canadian chartered bank, and joined BMO Nesbitt Burns in 1996 as an Investment Advisor. He successfully completed his Honours B.A. at Laurentian University in 1985. He then furthered his education by studying Labour Relations at University of Ottawa, and Management at McGill University. Hugh has also completed the Canadian Securities Institute’s Professional Financial Planning and Canadian Investment Finance (CIM) courses. In 1992, Hugh earned the respected Fellow of the Canadian Securities Institute (FCSI) designation. Hugh recently completed the Ch.P Strategic Wealth program, the new standard for excellence in wealth management.
Investment Philosophy
Hugh works in partnership with you to help you achieve your long-term investment goals. He believes that establishing the correct asset mix is central to prudent wealth management. One of Hugh’s primary responsibilities as an Investment Advisor is to help you understand what investment opportunities are appropriate for your individual portfolio. He will draw on his years of experience, his education, and the resources of BMO Nesbitt Burns' extensive research team to provide you with meaningful advice. Hugh is very focused on providing an exceptional level of service and building long-term relationships with his clients.
Investment & Retirement Planning
Working with the BMO Nesbitt Burns' Pathfinder interactive software, Hugh is able to provide you with a customized, easy to understand road map to achieving your wealth management and estate planning goals. While no one can predict the future, the Pathfinder program can help make it clearer, allowing Hugh to evaluate the impact of rates of return, inflation, and taxes on your assets and retirement income.
BMO Nesbitt Burns Managed Accounts
For sizeable investment portfolios, professionally managed accounts may be the best way to realize your goals. Working closely with you, Hugh will formulate a customized investment strategy designed to help you achieve your goals, and although you retain ultimate control, all of the day-to-day investment decisions are made on your behalf by professional money managers in our managed account programs. The BMO Nesbitt Burns Architect Program®, Advance Program®, Blueprint Program®, and Quadrant Program® are designed to meet the needs of discerning investors like you.
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.
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.
** Mutual fund prices are as per previous day's close. Unlike stock prices they are not updated throughout the day.
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