Garett Surcon
Tim Mahoney
Jessica Hughes
Mark Moulson
Shane Verity
Address
1400 – 360 Main Street
Winnipeg, MB
R3C 3Z3
Map
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Who We Are We are team of three financial professionals working with families, businesses and community foundations in Winnipeg and the surrounding areas. We provide clients with creative financial solutions and expert investment advice to assist in the realization of their goals. Our services range from traditional day to day brokerage to comprehensive financial planning that includes retirement, estate, insurance, and wealth transfer planning. We can also assist clients in effectively planning their philanthropic aspirations. When our client’s needs take us outside our area of expertise, we draw on the specialists in the entire BMO Financial Group, as well as our network of lawyers, accountants, and other professionals. We also regularly communicate with our client’s own group of professional advisors. The result is an integrated set of solutions which allows our clients to be confident their financial concerns are being fully addressed. Who Are Our Clients? We work with a range of unique clients, both individuals and institutions, however our focus is those with more complicated needs such as business owners, professionals and corporate executives. We are also regularly introduced to individuals going through a life transition, such as an early retirement or severance package, or coping with the loss of a family member. Our clients understand the importance of working with financial professionals to achieve their goals. What Makes Us Unique? We believe that financial success is the result of following a disciplined process which begins with a deep understanding of what matters most to our clients. Consistently following this process sets us apart in a financial services industry that is often too focused on specific products. Clients also benefit from the collective expertise of BMO Nesbitt Burns, including top ranked Canadian equity research for the past 27 years, and numerous investment and wealth management professionals who help provide truly integrated solutions. Why Clients Deal with Us In a word, results. By taking the time to get to know what matters most upfront, following our process and drawing upon the resources available at BMO Nesbitt Burns, we are able to provide clients with the solutions they are looking for and the peace of mind that comes with it. Our Specialties We offer our clients an integrated and multi-disciplinary approach to managing, protecting, and transferring wealth. This includes investments, insurance, taxes, estates, retirement, cash management, planned giving, trusts and wills. |
