Portfolio Manager and Investment Advisor
1501, avenue McGill College
|BMO Nesbitt Burns has developed a fully-integrated wealth management services hub. We have access to private bankers, estate planners, financial planners and tax planners, both in the U.S. and in Canada. This allows us to provide comprehensive wealth solutions to our clients. We oversee the financial affairs of a select group of families, corporate executives, business owners, retirees, and non-profit organizations.
Our focus is guiding clients to achieve their financial objectives with clarity, transparency, and a disciplined process. Our guidance is individually tailored to support our clients’ current lifestyles, income needs, and legacy goals.
In partnership with BMO Nesbitt Burns, the Steinmetz Wealth office goes the extra mile to provide clients with the confidence that their financial well being is looked after. You can expect to receive tailored services specific to your needs and goals. We partner with you every step of the way.