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Contact Us

Brenda Hill
Cassandra Baylis

Tel: 905-857-4401

Address
50 Burnhamthorpe Road West
Suite 1400
Mississauga, ON
L5B 3C2
Map

Other Locations

BMO Nesbitt Burns
475 Queen Street South
Bolton, ON
L7E 2B5

My Services


You need someone you can trust to help you address all the complexities of your financial affairs. As a BMO Nesbitt Burns Advisor, I can help you benefit from an integrated approach to wealth management.

Services
  • A full explanation of the client first process and how it will be of benefit to you
  • Personalized investment solutions customized to your objectives
  • Transparent disclosure of fees
  • Consistent communication
  • Net worth assessment
  • Cash flow analysis
  • Tax filing assistance
  • Online access to your portfolio 24/7
  • Access to BMO Nesbitt Burns award winning research
  • Dedicated assistant for administrative queries
  • Weekly portfolio monitoring
  • Weekly review of cash position in your portfolio
  • Investment education and counselling
  • Website access that provides useful investment planning advice and tips
  • Timely deposit of dividend and interest payments into your bank account
  • Preferred invitations to seminars and investment events
  • Access to a referral network of accounting and legal professionals
  • Ability to collaborate with the other professionals in your life
Investment Products  
  • Fee based and Managed Solutions
  • Canadian, U.S. and International Equities
  • Fixed income Investments
  • Mutual Funds and ETF's
  • RSP's, RIF's, LIRA's, LIF's, RESP's 
Research
  • Top Ranked Equity Research
  • U.S. Research
  • Mutual Fund Research
  • Online access to research through BMO Nesbitt Burns Gateway®
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Expertise

Exceptional Wealth Management

Our team has over 20 years of expertise working with business owners, professionals, retirees and their families. We are here to make the connection between your life and your money, stronger. Together we will create a financial future that is tailored to your unique needs.

 

Expertise

  • Investments (Managed accounts, Fee based programs, Traditional Brokerage)
  • Planning
  • Financial/Retirement
  • Business Succession
  • Multi-Generational
  • Tax and Estate
  • Income and Asset Protection (Insurance and Critical Illness)
  • Trusts and Charitable Giving
  • Commercial and Personal Banking Services (Offered by BMO Financial Group)
  • Asset Mix Evaluation/Recommendation