Working With Us

We have chosen to form a team so that we can better assist and service you. We are a team of client-focused professionals to ensure that your needs for investment advice and your goals toward retirement planning are achieved. This pooling of expertise and experience enables us to work together and share our ideas so that we can come up with the most comprehensive solutions to your needs. We will not make suggestions regarding your own unique situation without first thinking through each scenario and analyzing all of the alternatives. Our clients feel comfortable and confident knowing that they have more than one professional handling their affairs.

With the Choo-Pang team, you won't ever feel frustrated or uncomfortable with your investments or strategy because we take the time to explain what's going on in easy to understand terms. Your peace of mind is what is most important to us.

Services We Provide

Professional Portfolio Management
Through our team you will have access to some of North America's best investment managers. These Fee-Based Programs offer you an alternative to traditional brokerage commissions and have become very popular. (Advance, Architect, BluePrint and Quadrant)

Flexible Payment Options
We are also pleased to offer you alternatives with how you wish to pay for our services. You may follow a pay as you go option (traditional brokerage commissions). Alternatively, you may pay a pre-determined flat annual fee for the many services we provide, which includes trading, through the BMO Nesbitt Burns Meridian Account.

Comprehensive and Disciplined Stock and Mutual Fund Selection Process
We have access to some of the best knowledge in the industry, including our own top ranked research. In the recent Brendan Wood Survey, BMO Nesbitt Burns was again this year ranked number one in equity research.

Portfolio Performance Reporting and Personal Recommendations a Minimum of Annually
We'll show you how you've done, as well as, provide you with an easy to read, written recommendation on your holdings and asset mix a minimum of once a year.

Retirement and Financial Planning
BMO Nesbitt Burns sophisticated planning software is our own proprietory retirement analysis program. It is one of our most useful tools. Just ask and we'll take you through the process.

Estate Planning and Insurance Services
With the help of our in house Estate and Insurance Advisors, we are able to offer sound advice on all of your Estate Planning and Insurance concerns.

Online Access to your Account and BMO Nesbitt Burns Research
BMO Nesbitt Burns Gateway is our online client information centre. Our clients find tremendous value in this no cost service.

Through Our Partners At The Bank of Montreal We Can Help

  • Personal Banking

  • Personal Loans

  • Personal Lines of Credit

  • Mortgages

  • Commercial Banking

  • Business Planning

  • Philanthropic Programs