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Adam Balderston, CPA, CA
Jessica Gaudet

Tel: 902-629-2588
Fax: 902-628-6278
Toll Free: 1-800-361-3616

Address
137 Queen Street
Suite 300
Charlottetown, PEI
C1A 4B3
Map

Welcome and thank-you for taking time to get to know us.

As an Investment Advisor at BMO Nesbitt Burns, it's a privilege to partner with our clients and we strive to deliver a consistently exceptional experience. Thoughtful planning, timely communication, and ongoing monitoring are fundamental to our clients success. Our goal is to distinguish ourselves by establishing a standard of service excellence, transparency and integrity, encompassing all aspects of wealth management.

We take considerable pride in ensuring clients have the opportunity to:

- Make informed decisions that are supported by a comprehensive financial plan.

- Understand the investments they own and why they own them.

- Consider cost-effective solutions to address financial risks.

- Be informed about opportunities to pay less tax today and in retirement.

- Consider strategies that may preserve their estate.

I was appointed a Vice President of BMO Nesbitt Burns in September 2016 and also had the privilege of serving as Branch Manager of BMO Nesbitt Burns PEI from September 2014 to December 2016.