Prabhjit Boparai, FMA, FCSI

Investment Advisor & Financial Planner

Prabhjit has been working for BMO Financial group since 2003. He has completed the Canadian Securities Course, the Professional Financial Planner Course, the Wealth Management Techniques Course and has obtained the Financial Management Advisor (FMA) designation all through the Canadian Securities Institute. He is also a Life Insurance Advisor with BMO Nesbitt Burns Financial Services Inc.
 
Prabhjit has a true passion for the business. He has a great ability to communicate complex matters in simple to understand terms. He is a firm believer in client relationships as this business in based on trust, as well as open and clear communication.
 
To reach your financial goals you need an advisor who you trust, one who understands who you are and what you want to achieve. His process always begins with an in-depth conversation with you so that your specific financial goals and challenges can be identified. Then, through a collaborative analysis with his team of professionals at BMO Nesbitt Burns he will analyse your circumstances and provide you with solutions to build and protect wealth, guard your lifestyle and simplify the management of your assets.

Our High Net Worth Partners

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Jamie Wilson

Estate and Insurance Advisor, BMO Estate Insurance Advisory Services

Jamie's objective is to review, analyze and provide insurance-based tax and estate planning strategies. Using a disciplined and professional approach, Jamie implements complementary concepts to a traditional investment portfolio. Specializing in providing solutions tailored for affluent investors, he offers customized strategies for individuals, as well as privately owned Canadian corporations and shareholders.