Bradley Steinmetz

Portfolio Manager and Investment Advisor

Tel: 514-282-5825

Address

BMO Nesbitt Burns
1501 av. McGill College
Suite 3200
Montréal, QC
H3A 3M8
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Contact Me

Our specialities

  • Comprehensive wealth management that encompasses trust and estate planning

  • Institutional, pension-style portfolio management

  • Analyzing and managing risk across your entire wealth structure

  • Concentration on maximizing after-tax returns – maximizing tax efficiency

  • Asset accumulation for retirement and income-generation strategies

  • Philanthropic services

  • Assisting CAs, CPAs and attorneys interested in providing a valuable resource to their clients