50 Burnhamthorpe Road West
BMO Nesbitt Burns
475 Queen Street South
Brenda has been advising clients on their investments for over 20 years. She began her career as a commodity trader with a predecessor of BMO Nesbitt Burns. That experience provided an education in the ups and downs of the market.
Brenda holds the prestigious Wealth Advisor designation. She gets tremendous satisfaction out of working with her clients as they plan their retirement. She is able to advise clients on insurance issues and financial planning. With the resources of BMO Nesbitt Burns behind her, she can draw on a wide range of solutions to meet individual goals.
Brenda works closely with her clients to formulate a customized, investment plan designed to improve portfolio returns and keep risk at an acceptable level. Clients can be income oriented or looking for growth. The goal is to achieve an investment strategy that best fits your needs.
The Importance of a Sound Investing Partnership
Issues around money affect us all. We worry about saving for retirement, whether we will have enough money to retire and how to minimize the tax we pay. Business owners can also be concerned about succession planning for a business that they have spent years, nurturing and growing.
Brenda can help with the challenges of building and preserving your assets in today's increasingly complex world.
Brenda is committed to building a solid, lasting relationship with her clients. Keeping them informed is a top priority. This means providing access to a wealth of educational materials, promptly returning phone calls and quickly following up on administrative issues. She monitors her client's accounts on an ongoing basis, to take advantage of opportunities and changing market conditions. She regularly reviews goals, strategy and portfolio performance with her clients.