Iqbal works with clients to identify their risk tolerance, income needs, long term goals and implement long term investment strategy. The process involves setting asset allocation, portfolio construction and security selection in order to achieve desired risk-return objectives.
Marilynn has over 30 years of customer service and business experience, joining BMO Nesbitt Burns in February 2015. She co-ordinates all administrative matters concerning the operation of client accounts.
Professional Designations: Canadian Securities Cource (CSC), Conduct and Practises Handbook (CPH)