Tel: 613-967-2250
Toll Free: 1-800-647-3998


BMO Nesbitt Burns
210 Front Street
Belleville, ON
K8N 2Z2

Contact Us

Our Approach

Our approach is different. Because our clients are different.
What is most important to you? I will tailor a solution specifically for you, to maximize opportunities and mitigate potential challenges down the road. I apply disciplined, holistic, transparent and independent guidance, maintaining open and regular collaborative lines of communication, listening to you, and keeping you informed.
I work with a specialized team of experts at BMO Private Wealth to understand your life priorities and deliver on our commitment to:
You and Your Family  Assess your financial goals and level of risk tolerance

1 Develop a strategic and effective in-depth plan based on your current financial picture

2 Put your customized investment plan into action

3  Monitoring its progress over both the short and long term, with a responsibility to keep you informed 

 4  Meet at your desired frequency to review your portfolio, re-evaluate and re-balance where necessary