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. Thoughful 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.
In my additional role as Branch Manager of BMO Nesbitt Burns PEI, I have the opportunity to interact with the firm's senior management team across Canada and I support our local team of professionals as we focus on achieving positive outcomes for our clients. I'm also personally committed to ensuring we are continually striving to distinguish BMO Nesbitt Burns as a top-tier investment firm that is focused on delivering an exceptional experience for our clients as well as our team of professionals.