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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

              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

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              Love and Marriage and… Contracts

              Oct 25, 2022

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              Who will take care of my pets when I die?

              Oct 25, 2022

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              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
              • Linkedin
              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
              Senior Associate
              Cosette.Alward@nbpcd.com
              Phone: 905-565-5677
              Liz Fraser
              Administration Assistant
              Liz.Fraser@nbpcd.com
              Phone: 905-815-6986
              Andrea Renzella
              Senior Client Service Associate
              andrea.renzella@nbpcd.com
              Phone: 905-565-5694
              Darius Huynh
              Associate
              darius.huynh@nbpcd.com
              Phone: 905-812-3438

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              Richard Veale

              Senior Portfolio Manager

              Phone 905-815-6989

              Email icon Linkedin icon Facebook icon Twitter icon

               

              Joanna Hewgill

              Senior Investment Associate

              Phone 905-681-7995

              Email icon Linkedin icon Facebook icon Twitter icon

               

              Jimin Hong

              Senior Investment Associate

              Phone 905-633-0144

              Email icon Linkedin icon Facebook icon Twitter icon

               

              Jessica Slater

              Senior Associate

              Phone 905-633-0136

              Email icon Linkedin icon Facebook icon Twitter icon

               

              Cosette Alward

              Senior Associate

              Phone 905-565-5677

              Email icon Linkedin icon Facebook icon Twitter icon

               

              Liz Fraser

              Administration Assistant

              Phone 905-815-6986

              Email icon Linkedin icon Facebook icon Twitter icon

               

              Andrea Renzella

              Senior Client Service Associate

              Phone 905-565-5694

              Email icon Linkedin icon Facebook icon Twitter icon

               

              Darius Huynh

              Associate

              Phone 905-812-3438

              Email icon Linkedin icon Facebook icon Twitter icon

               

               

               

              Branch Address

              360 Oakville Pl Dr, 2nd Floor, Oakville, Ontario, L6H 6K8

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