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Joe Quinn
Geoffrey Cardy
Meredith Roberts
Jelena Milivojevic

BMO Nesbitt Burns
1 First Canadian Place
38th floor, P.O. Box 150
Toronto, ON
M5X 1H3

Our Process

We listen. Clarity of your needs and priorities comes from open communication and insightful fact-finding discussions.

Using a foundation of integrity, insight and discretion, we practice Goal-Based Capital Allocation; lifestyle needs, legacy and luxury needs, and aspirational needs. We offer the choice between traditional brokerage, fee based and discretionary accounts to offer a truly custom investment solution for each client.


Our Business Beliefs, click here