Nikolovsky Wealth Management of BMO Nesbitt Burns

 

Boris' and Cory's open approach to communicate quality advice in clear terms ensures clients are comfortable and confident with their investments.

 

Boris has been advising conservative, high net worth clients since 1998 with BMO Nesbitt Burns Inc. He works with a wide range of families, professionals and corporations, offering a customized approach to managing investments. His clients benefit from conservative portfolio management guided by BMO Nesbitt Burns top-ranked research. Boris 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.

"I specialize in recommending and administering investment accounts, retirement planning and tax savings strategies for estate purposes. For the business owner, I can extend my normal services to include individual pension plans."

Cory has been with BMO for over a decade  He works closely with all of his clients to educate and guide them through investment decisions. Cory believes that it's  important to work with an Investment 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.

 

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