Associate Portfolio Manager, Investment Advisor and Financial Planner
As a trusted Investment Advisor for one of Canada’s top leading Investment firms, BMO Nesbitt Burns, Angela is known by her clients for planning and customizing investment portfolios that yield significant tangible results in all markets.
With over 15 years of experience in the financial services industry, Angela has worked as a Wealth Strategist and Investment Banker. Angela’s significant experience, knowledge, track record of success and relationship skills has led her to manage investment portfolios in excess of 3 Million dollars.
Angela strives on providing the highest level of service for her clients. She has a proven ability to think strategically and manage each client’s portfolio with care to achieve the best results. She is fast becoming the advisor of choice to high profile clients, women entrepreneurs, high net worth families and small business owners.
"I believe in taking a comprehensive wealth management approach to financial planning. My past experiences have taught me the importance of forming a team of professionals working together for each client including their Investment Advisor, Accountant and their Estate Lawyer. This ensures a tax smart and holistic approach to investments, insurance and estate planning.” says Angela.
Her passion for the financial services industry has led her to successfully receive a business degree from the University of Toronto. In addition, she has completed the academic requirements for CERTIFIED FINANCIAL PLANNER® or CFP® designation, FMA (Financial Management Advisor), Certified Professional Consultant on Aging (CPCA)® Designation. She is also a Life Insurance Advisor with BMO Nesbitt Burns Financial Services Inc.
As an Associate Portfolio Manager, Angela can also place discretionary trades. This allows for sophisticated wealth management customized to the individual client. Click on the Learn More tab for more information regarding Managed Portfolio Accounts.
She shares her expertise by providing a series of workshop & seminars on Investments, Estate Planning, Tax Planning and Exchange Traded Funds.
Angela is a past member of the Boards of Directors for the Oakville Community Foundation, as well as being an active member of the Professional Advisors Committee and the Estate Planners Council Of Halton.
Contact me today for investment solutions that fit your needs!