Karen Chalovich
With 30 years of experience, I offer wealth management to high net worth clients. I manage quality diversified investment portfolios crafted for your unique financial and life goals and to achieve and preserve your wealth. My holistic approach includes Investment, Retirement, Education, Philanthropy, Tax and Estate Planning. I provide sound advice and excellent customer service with access to BMO Nesbitt Burns top resources. Together, investment solutions are selected to grow and preserve your wealth and income. I provide ongoing investment management so you can enjoy your life.
Cory Hazael
Cory works closely with all of his clients to educate and guide them through investment decisions. Cory believes that it is very important to work with an Advisor who’ll take the time to get to know you. His aim is to truly understand your goals and objectives and create a financial plan that fits your lifestyle and your overall needs; he understands that every client is different. Clients come to BMO Nesbitt Burns looking for wealth management solutions that are custom tailored to them. Along with Cory, we have our in-house specialists, access to the expert resources within BMO Financial Group, and we have the services and resources you need to reach your financial goals.
Boris Nikolovsky
Boris' open approach to communicate quality advice in clear terms ensures clients are comfortable and confident with their investments. He’s been advising conservative, high net worth clients for over 25 years. He works with a wide range of families, professionals and corporations, offering a customized approach to managing investments. Boris’ clients benefit from conservative portfolio management guided by BMO Nesbitt Burns top-ranked research. He believes that extra effort should be devoted to ensuring that a high-quality investment program reflects his clients' individual experiences, personal goals and risk tolerance.
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