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BMO Nesbitt Burns
27 Cedar Street
"After the death of my husband 3 years ago, I was now faced with our finances. I decided to change my Financial Advisor to Al Rocca and his team at NB.With his expert guidance, I now feel secure knowing my finances are being well taken care of. Al has been more than kind these past few years, it’s the little things that count, the Seasonal cards, the Birthday card, which makes one feel you are just not another investor. His assistant Louise Somerset, promptly takes all my phone calls, arranges meetings, and if I am unable to get to the office will arrange a home visit.
I can honestly recommend Al, Louise, and BMO Nesbitt Burns, to family and friends."
- Carol S., Sudbury, April 2020
"I have been a client of Al Rocca for over 20 years. He and his amazing sales assistant Louise Somerset have played an integral role in building my personal financial well-being. Over the years, my needs have changed from simple investments, to tax planning, to financial/estate planning and I cannot say enough about the excellent counsel and professional advice that I have always been given.
Al has always proven to be extremely knowledgeable, current with the market and new funds and efficient in managing my affairs in my best interest and in a cost effective manner. I value his attention, his calm sensible manner, his patience and his ability to explain complex financial matters in easy understandable terms. In my interactions with Al and Louise, I have always felt that I am more than just another client. They are both individuals of great integrity. Al demonstrates a genuine concern for my welfare. He and Louise are always prompt, accessible and willing to take the time to address my needs.With my involvement, Al annually reviews and explores my changing financial goals and my risk tolerance and implements, accordingly, a thoughtful, appropriate approach.
Without reservation, I recommend Al and Louise’s services to anyone looking for a reputable, competent, conscientious and excellent investment team."
- Rita T., April 2020
"Al has managed our investments for over a decade, through some very tenuous financial times. We started working with Al to develop our retirement plan and have appreciated his knowledge and guidance (not to mention his easy going, calm personality) throughout the years. Our trust in Al and his wonderful assistant, Louise, is such that we have referred numerous friends, family and colleagues to him and will continue to do so."
- Lynn P., April 2020
"I’ve been a loyal BMO customer for over 40 years, and a client of Louise/Al for a many of those. The service I receive is always great. Every request is handled in a very prompt and professional manner. My favourite part is every matter is handled in a calm and courteous way. I’ve always been treated like I was a valued customer! It is very nice to be treated in a fashion that has me saying only good things."
- Andrew, May 2020
"I am writing as a happy client to compliment Al and Louise for their exceptional services regarding my financial goals. They are all knowledgeable and professional, as well as kind and considerate. I felt comfortable from the start and established a good rapport, I never felt like I was “just another client”. Al has the ability to explain complex financial matters in easy understandable terms which is invaluable."
- Melissa, Sudbury, June 2020
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