| Knowing where to start is often the hardest part of financial planning. We have the knowledge and expertise to guide you through the financial planning process.
Achieving your FINANCIAL GOALS doesn't just happen, it takes careful planning and execution.
To attain your goals, you must know where you are today, where you want to go, how you are going to get there and what you are prepared to do to make them a reality. At BMO Nesbitt Burns we have the knowledge and expertise to guide you through the financial planning process. We will work with you to develop a comprehensive assessment of your financial situation and help you determine if your current strategy is sound or needs modification. Then we will help identify what steps can be taken to help ensure you reach your financial goals and objectives.
BMO Nesbitt Burns is a strong, proud and determined organization with its sights set on becoming the number one financial services firm in North America. Our technology, research and relationship with the bank sets standards in Canada and in the global marketplace. BMO Nesbitt Burns is an advisory firm run by successful Advisors. Since 1912, the firm has had an unwavering belief in the power of the Advisor-Client relationship. BMO Nesbitt Burns is a core part of the success of BMO, Canada’s oldest bank, founded in 1817.
As your Investment Advisor, Darren and his team are committed to a professional relationship. Together, they will work towards the common objective of helping you reach your financial goals. -
Providing Portfolio Reviews - All sound investment programs require a regular review. The purpose of this check-up is three-fold: to look at your investment portfolio against any changes that may occur in your personal circumstance, to keep you up to date of any issues that may affect your financial future and to ensure that you are on track to achieve your long term goals. -
Full Range of Services - Darren believes that his primary role as your Investment Advisor is to act as the quarterback for your financial future. Therefore, he will provide or facilitate access to a wide range of services supporting a broad range of needs. -
Your Team - Darren has taken great care to assemble an outstanding team whereby each individual plays an important role in meeting your financial needs. There is always someone on our team who will be here to answer any questions you may have regarding your portfolios during business hours, Monday to Friday from 8:00 am to 4:00 pm. You are busy with your life, so our team is here for you to assist you in any way possible.
Duplicate statements are provided to your accountant upon your request as well as personal and/or corporate tax reporting. 'Far and away the best prize that life offers is the chance to work hard at work worth doing.'
Theodore Roosevelt. |