David Mongeon, CFP®, FMA, FCSI
As an Investment Advisor at BMO Nesbitt Burns, I strive to establish a standard of service excellence, transparency and integrity to meet the complex needs of Canadians today. I have been providing financial solutions and services to individuals, families and business owners since 1996. Prior to joining BMO Nesbitt Burns, I was a Financial Advisor with TD Canada Trust followed by Senior Financial Planner and Certified Retirement Specialist with TD Wealth Financial Planning in the Ottawa area
I have completed the requirements for the Certified Financial Planner™ designation granted by the Financial Planning Standards Council. CFP® professionals, must adhere to the eight-point FPSC® Code of Ethics that emphasizes accountability to the public, clients and colleagues and maintains that I put my clients’ interests first, act with integrity, be objective, maintain competence, be fair and open, maintain confidentiality, act diligently and act professionally.
I am a Financial Management Advisor (FMA). FMA designation holders are recognized as professionals who can provide the advanced service and advice to meet the needs of affluent Canadians.
I am a Fellow of CSI. The FCSI is the highest honour and most senior credential in Canadian financial services conferred by the Canadian Securities Institute. It is reserved solely for an elite group of experienced financial services professionals that meet the highest standards for advanced education, ethical conduct, industry experience and peer endorsement.
I look forward to help you achieve your personal financial goals encompassing all aspects of wealth management, optimal investment strategies, comprehensive retirement planning, efficient tax planning, philanthropic giving, insurance and estate planning strategies.
Estate and Insurance Advisor
BMO Estate Insurance Advisory Services
Karen has more than 30 years of experience in the financial services and insurance industry. Her work is especially key toward delivering exceptional client experiences in the areas of sales and support to all Advisors and clients across Eastern Ontario for BMO Estate Insurance Advisory Services.