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              • Home
              • Our Team
                • Our Team
                • BMO Family Office
              • Our Investment Process
                • 1. Client Risk Evaluation
                • 2. Asset Allocation
                • 3. Macroeconomics
                • 4. Investment Selection
                • 5. Your Portfolio
              • Publications
              • Blog
              • Our Locations
                • Burlington
                • Oakville
                • Dorval Bank Branch
              • Contact Us
              • Home
              • Our Team
                • Our Team
                • BMO Family Office
              • Our Investment Process
                • 1. Client Risk Evaluation
                • 2. Asset Allocation
                • 3. Macroeconomics
                • 4. Investment Selection
                • 5. Your Portfolio
              • Publications
              • Blog
              • Our Locations
                • Burlington
                • Oakville
                • Dorval Bank Branch
              • Contact Us

              Blog

              Monthly Newsletter

              Featured monthly newsletter with content from subject matter experts.

              Make better investment choices by understanding and reducing bias.

              Oct 25, 2022

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              Appointing an Executor

              Oct 25, 2022

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              Do you have a succession plan for your business?

              Oct 25, 2022

              Read more

              Love and Marriage and… Contracts

              Oct 25, 2022

              Read more

              Who will take care of my pets when I die?

              Oct 25, 2022

              Read more

              War of the Surviving Spouses – Who Gets the Pension?  

              Oct 25, 2022

              Read more

              War of the Surviving Spouses – Who Gets the Pension?  

              Oct 25, 2022

              Read more

              Tax Planning Using Private Companies

              Oct 25, 2022

              Read more
              Phone: 905-815-6989
              Email: richard.veale@nbpcd.com
              360 Oakville Pl Dr, 2nd Floor Oakville, Ontario L6H 6K8

              Richard Veale
              Senior Portfolio Manager
              Richard.Veale@nbpcd.com
              Phone: 905-815-6989
              Joanna Hewgill
              Senior Investment Associate
              Joanna.Hewgill@nbpcd.com
              Phone: 905-681-7995
              Jimin Hong
              Senior Investment Associate
              Jimin.Hong@nbpcd.com
              Phone: 905-633-0144
              Jessica Slater
              Senior Associate
              jessica.slater@nbpcd.com
              Phone: 905-633-0136
              Cosette Alward
              Administration Associate
              Cosette.Alward@nbpcd.com
              Phone: 905-633-0133
              Liz Fraser
              Administration Assistant
              Liz.Fraser@nbpcd.com
              Phone: 905-815-6986
              Jennifer Morabito
              Administration Associate
              jennifer.morabito@nbpcd.com
              Phone: 905-633-0142
              Yasmeena Sedhom
              Administrative Assistant
              yasmeena.sedhom@nbpcd.com

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              Richard Veale

              Tel: 905-815-6989

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              Joanna Hewgill

              Tel: 905-681-7995

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              Jimin Hong

              Tel: 905-633-0144

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              Jessica Slater

              Tel: 905-633-0136

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              Cosette Alward

              Tel: 905-633-0133

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              Jennifer Morabito

              905-633-0142

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              Liz Fraser

              Tel: 905-815-6986

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              Branch Address

              360 Oakville Place Drive, 2nd Floor

              Oakville, ON L6H 6K8

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