Investment Services

Beyond investment management, I can provide you discipline, advice and an eye on your future, so that you stay on track with your financial goals. As a BMO Nesbitt Burns Investment Advisor I will provide you with a high level of service and informed advice to help you navigate the complexities of your finances and choose the specialized services that are right for you.

Investment Management

Building and managing an investment portfolio requires careful planning, ongoing attention and sound financial expertise – combined with an intimate understanding of your goals, risk tolerance and time horizon.

Wealth Planning

With success comes new challenges, and managing your wealth requires a balance between meeting today’s financial needs and preparing for the future. Working closely together, your Investment Advisor can dive into your evolving life and explore how you can effectively build and manage your wealth.

Estate & Insurance Advisory

Whether you’re focused on growing your investments in a tax efficient way, leaving a legacy to your heirs, or have concerns about adequate insurance coverage, your Investment Advisor will collaborate closely with our Estate and Insurance Advisors (Financial Security Advisors in Quebec) to help with all of your estate and insurance needs.

Retirement planning

A retirement plan is designed to help you define what type of lifestyle you would like to have and how much money you will need to save to help you reach your goal. 

Financial planning

Develop a financial plan that can be used as a comprehensive evaluation of your current income and that will help you shape the future of your financial state.

Tax planning

Building your wealth requires an expert look at your overall financial picture to ensure and align your financial goals with efficient tax planning.