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.
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.
