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Ramsey Melhem

Ramsey Melhem

BMO Nesbitt Burns
800 Manulife Place
10180 - 101 Street
Edmonton, AB
T5J 3S4

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The Process

"Nobody has ever achieved financial fitness with a January resolution that's abandoned by February"

-Suze Orman


No two people are alike, and neither the investment strategies that I create for my clients. With a focus on understanding your unique lifestyle and goals, my approach for managing your wealth is centered around a 5 Step Planning Process:

 Discovery Process: Assessing your financial goals and level of risk tolerance

 Formulation of Tax, Trust and Estate Strategies: Developing a strategic plan based on your current financial picture

 Implementation of a Customized Wealth Strategy: Putting your customized investment plan into action

 Ongoing Assessment: Monitoring progress over the short and long term, while keeping you informed 

  Open Communication: Meeting at your desired frequency to review and re-evaluate your portfolio