Shane Duff, CFA
BMO Nesbitt Burns
1 First Canadian Place
40th Floor , P.O. Box 150
“We bring institutional level service, every day to our clients, through a personal relationship that is built on trust and understanding, giving you the confidence that your long-term financial well-being is looked after”.
At the Duff Group, we seek to partner with families, business professionals and entrepreneurs along with their outside advisory relationships to provide relevant and actionable financial advice. Our services are designed for clients who have reached the stage where their financial affairs have become increasingly complex and they require professional assistance managing their investment assets.
We ask you to give us the time to understand you – your financial situation, your family and/or business goals along with the things that cause you concern. Beyond advice, we desire to become a true partner in your success.
Our differentiation strategy is based on three principles:
- we ‘get’ our clients,
- we aim to educate and make it easy;
- we act as one team.
We invite you to discuss your present financial situation with us at a confidential, introductory meeting. There is no charge or obligation for this meeting, and many have found it to be an excellent opportunity to hear an objective second opinion regarding their financial needs and objectives.