I provide my clients with transparent, holistic, and independent wealth management guidance on all matters relating to Investment Management, Financial Planning, Insurance and Estate Planning.
To be successful, we require open and regular collaborative lines of communication with our clients, where we are listening to you, and then keeping you informed on what we believe is the best strategy for you to implement.
My team, along with the expertise of various specialized wealth planning professionals available to you at BMO Nesbitt Burns, are here to understand your life priorities and deliver on our commitment to:
Assess your financial goals and level of risk tolerance
Develop a strategic and effective in-depth plan based on your current financial picture
Put your customized investment plan into action, monitoring its progress over both the short and long term, with a responsibility to keep you informed based on your needs
Meet at your desired frequency to review your portfolio, re-evaluate and re-balance where necessary to achieve meaningful performance