2 St. Clair Ave. West
Gavin and Alykhan utilize a holistic approach to arrive at a complete customized financial plan for each client. A consultative approach to wealth management is taken to tailor a comprehensive and lifelong strategic plan, ensuring your wealth management goals are achieved. Paramount to their philosophy is investing the necessary time in every client to ensure an absolute understanding of their individual financial needs. This key component of their service allows them to create the most appropriate, efficient and effective solutions possible. They remain committed to building client-advisor relationships that remain open, mutually enjoyable, and long lasting.
Gavin and Alykhan believe it's vital to have the highest level of comfort in place between them and each client, so that they can best manage, grow and protect their assets. To that end they encourage frank discussions about lifestyle, current situations, and future financial goals.
While they advocate managed solutions, Gavin and Alykhan continue to draw from the vast array of investment products available in today's marketplace, preferring not to be constricted by utilizing just a select few. As no two clients are alike, nor are the resulting financial plans to meet their distinct needs.
Gavin joined BMO Nesbitt Burns in 2001, choosing it as the firm with the most positive philosophy towards understanding and meeting the unique needs of their clientele; coupled with it's unparalleled excellence in wealth-building solutions, investment research, and corporate social responsibility.
Alykhan joined in 2011 and has been working with Gavin ever since. Alykhan's background previous to joining BMO Nesbitt Burns was in Capital Markets and Currency Trading. Since joining BMO Nesbitt Burns, Alykhan has focused on Wealth Management and has become a Chartered Financial Analyst and Licensed Life Insurance Advisor. Alykhan's focus in Wealth Management ranges from Tax-efficient investment solutions to Retirement and Estate planning.
Finding Your Way
Are you looking for a better or clearer plan? Perhaps you would like to increase returns and/or lower risk. We seek out opportunities for clients to achieve better return per unit of risk profiles by seeking innovative solutions and consider the after-tax results of these opportunities. These are unique based on individual or business circumstances and ideas can differ significantly which is why it is important to sit down to consider unique circumstances and objectives to discuss potential opportunities. Our financial customization begins with creating a financial plan and evolving it into a portfolio construction process that encompasses proven, diverse strategies designed to enhance risk-adjusted returns.
Ask us about our new sophisticated financial planning software called WealthPath. A number of our clients find financial planning is a great way to provide reassurance that all your hard work now will benefit you in the long term and will help you to reach your goals and financial expectations. By developing a plan over the remainder of your life we can look at opportunities to save on taxes and ensure the correct strategies are in place now. Once we have this built we can simply review and update it regularly or when there is a major life event to capture effects on your long term goals.
Gavin Clark (416) 928-2800
Alykhan Shamji (416) 928-2218