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Specialties:

Helping individuals and families to navigate the complex world of investing so that they can focus on the things that matter most to them. 

Portfolio Management - Associate Portfolio Manager:

After you have decided upon your objectives in an Investment Policy Statement, I construct your portfolio with suitable securities.  I monitor and re balance your portfolio as required and make changes when warranted always maintaining your portfolio within your desired objectives.  There is no need to contact you for every transaction.  Because you own the securities directly, I will be able to quickly take advantage of changes in the market.
About Linas:

I spent 21 years as a Naval Officer in the Canadian Armed Forces. During my naval career, I received my Bachelor degree in Maritime Studies (specializing in Economics and Marketing).

I coached basketball for many years, ultimately coaching for Basketball Ontario at the Provincial Level, achieving two National Championships with my teams.

I currently support my community as a member of the West Ottawa Rotary Club and as a member of the Naval Association of Canada.

Guiding Principles:

  1. I believe in a disciplined approach to investing and financial planning;

  2. I believe that you must commit to a plan in order to achieve your goals;

  3. I believe that the challenges faced by capital markets in the upcoming years will underscore the value of professional counsel;

  4. I believe that the level of communication and service is the difference between a good client-advisor relationship and an exceptional one;

  5. I believe that Canada is the best place in the world to live and invest.
Process:

My clients take a five-step process to planning:
  • Gather their financial information
  • Determine their current situation
  • Establish retirement and investment goals
  • Develop and commit to a plan
  • Regularly review the plan

Clientele:

I work with up to 120 individuals and families, helping them to manage, maintain and increase their wealth.

I have gained the experience to deal with various life challenges, circumstances, concerns, frustrations, opportunities, needs and problems. I use this experience to benefit my clients.

A Different Experience:

BMO Nesbitt Burns has a strong business culture that is committed to excellence. I am supported by world class research, analysis and progressive solutions.

A set of core values form the cornerstone of my relationships. When you work with me, you can expect: truth, respect, commitment, caring, honour and loyalty.

I provide clear counsel supported by exceptional service. I manage your investments and financial plan so that you can focus on the most important aspects of your life.

Education:

  • Bachelor of Maritime Studies, Memorial University, St. John's Newfoundland
  • Chartered Investment Manager, CIM, Canadian Securities Institute
  • Canadian Securities Course (Honours), Canadian Securities Institute
  • Conduct and Practices Handbook (Honours), Canadian Securities Institute
  • Professional Financial Planning Course (Honours), Canadian Securities Institute
  • Canadian Insurance Course, Canadian Securities Institute