Carlos Casanova

Wealth Advisor

Tel: 905-828-0895
Fax: 905-897-5229
Toll Free: 800-387-9314

Address

BMO Nesbitt Burns
50 Burnhamthorpe Road West
Suite 1400
Mississauga, ON
L5B 3C2
Map

BMO Nesbitt Burns
2825 Eglinton Avenue West
Mississauga, Ontario
L5M 6J3

Contact Me

Our Approach

METICULOUS

  • “Thorough” is my middle name.
  • My team and I are very efficient and detailed-oriented and passionate about taking care of every nuance so that no details are overlooked.
  • We work with a high level of scrutiny and think through things with a fine-tooth comb.
  • We will provide you with a full and well-rounded wealth experience: we will get a second opinion, create a financial plan, bring in all required specialists, obtain both a Canadian and US tax perspective, and take the time to really look at your full financial picture.
 

CREATIVITY

  • I think outside the box and am very creative in solving problems.
  • Rather than simply crafting a financial plan based on your stated goals, I will also present different roads you may not have considered for you to explore.
  • I see investment products from different angles and use BMO Private Wealth’s excellent portfolio planning platform in new, better and more efficient ways than other advisors.
 

AUTHENTIC, PERSONAL APPROACH

  • Our team is very transparent and we listen to your concerns so that we can design a customized plan for you.
  • We take the time to understand your financial goals and learn what is important to you.
  • By actively listening, we hear your valuable feedback, which helps us to evolve our services.
 

CONNECTED

  • We will bring you access to all the resources available across BMO Financial Group:
    • Top-ranked research from BMO Capital Markets,
    • World-class money managers,
    • A complete network of wealth planning experts, plus
    • The significant advantages of Private Banking and Business Banking expertise.
 

CLARIFYING

  • By simplifying the path to living life your way, we will help you make sense of the complexities of investing.
  • We strive to make sure you understand the strategy that we’re recommending so you are comfortable with it.
  • We will make the time to be available for detailed discussions if necessary.


Learn more abour our Service Offering here.