Looking for Professional Wealth Management Advice?
Building a solid, trusting and effective relationship between you and your Investment Advisor is the platform to successful wealth management. To be truly successful financially, it's important to have the right plan in place that meets your evolving needs. That's why we work with you to set goals - both short and long term.
To get a holistic view of your financial life, BMO Nesbitt Burns Wealth Solutions will look at : Investment Management, Financial Planning, Tax Planning, Insurance Planning, Estate Planning and your Philanthropic goals.
Loan Gowers is an Investment Advisor and Financial Planner with BMO Nesbitt Burns with over 20 plus years experience in the industry. She focuses on helping individual and their family with their wealth management and advisory service needs.
When you speak with Loan, she will take an in depth look at your goals and what matters to you most to develop a personalized strategy that's right for you.
For more information or to discuss how we can help you, please contact Loan Gowers at (780) 945-5264 or firstname.lastname@example.org about our custom-tailored, holistic wealth management strategies that evolves as your needs changes.
Loan's Investment Philosophy
Loan firmly believes that your interests are best served by taking a fully diversified portfolio approach to investing and employing the principles of dollar-cost-averaging to take advantage of market volatility and potentially increase returns.
Working closely with you, Loan formulates a customized investment strategy designed to help improve your portfolio's return, while keeping risk at an acceptable level.
Beginning with a questionnaire, your long term objectives are established and clearly defined in a written investment policy statement, which becomes the basis of your ideal asset mix. Whether you are a conservative, income-oriented investor, or growth-oriented investor, Loan will design an investment strategy that best fits your needs and objectives.
I am committed to building a solid, lasting relationship with my clients. Keeping clients informed is a top priority for me. This means providing access to a wealth of educational materials, promptly returning phone calls, and quickly following up on administrative issues. It also involves monitoring accounts on an ongoing basis to take advantage of opportunities as they arise, and changing market conditions. I regularly review goals, strategy and portfolio performance with my clients.
As an additional service to BMO Financial Group, Loan works with clients who have been referred by BMO Branch Managers and Personal Bankers for investment advice and services.