Our Services

Our Services

Do you have a clearly defined investment strategy that is consistent with your long term financial goals? Lee Rorabeck and Keeley Simpson provide comprehensive, personalized investment planning to clients and are dedicated to helping them achieve their financial goals.

We have over 38 years of combined experience advising clients on their financial affairs. Our team has been able to succeed as trusted advisors to our clients by providing conservative wealth management and by leveraging the industry leading research and resources that BMO Nesbitt Burns has to offer. We are committed to a high level of client service and personalized advice.
 
Below is a list of 37 benefits that we offer to our clients:

Investment Strategy

  • Portfolio Management (either discretionary or advisory)

  • Analysis of current financial situation 

  • Help in determining risk tolerance

  • Stock research 

  • Bond research 

  • Due diligence on mutual fund managers

  • Analysis of new investment products 

  • Historical perspective/experience in many types of markets 

  • Objective feedback to clients' ideas

Wealth Management Planning 

  • Help in articulating and prioritizing financial goals

  • A plan to reach financial goals

  • Peace of mind

  • Cash flow planning 

  • Retirement planning 

  • Education planning (RESPs)

  • Tax planning 

  • Estate Planning

  • An assessment of insurance needs 

  • Review of pendsion and group plan choices

  • Referrals to other professionals both at BMO and outside the organization

Service

  • A long-term partner who knows our clients' situation, needs and goals

  • An education on investment and financial concepts

  • Honest opinions

  • A live voice on the phone during business hours

  • Client events 

  • Sounding board for life decisions 

  • Quarterly portfolio and performance reporting 

  • Direct communication with clients' tax and legal advisors 

  • Online access to BMo Nesbitt Burns research 

  • Online access to accounts nad past monthly statements through Gateway

  • Commission-free trading for fee based accounts 

  • Wholesale prices on fixed income securities for fee-based accounts 

  • Tax reporting 

  • Records of cost bases for securities

  • Facilitation of charitable donations of securities

  • Reorganizations

  • Custody of securities