Address

BMO Nesbitt Burns
1600 Carling Ave.
Suite 410
Ottawa, ON
K1Z 1B4

Contact Us

Our Approach



 

Our approach is different. Because our clients are different.

What is most important to you? Our team will tailor a solution specifically for you, to maximize opportunities and mitigate potential challenges down the road. We apply disciplined, holistic, transparent and independent guidance, maintaining open and regular collaborative lines of communication, listening to you, and keeping you informed.
 
We are here to understand your life priorities and deliver on our commitment to:
 
  Assess your financial goals and level of risk tolerance

 Develop a strategic and effective in-depth plan based on your current financial picture

 Put your customized investment plan into action

  Monitoring its progress over both the short and long term, with a responsibility to keep you informed 

   Meet at your desired frequency to review your portfolio, re-evaluate and re-balance where necessary 



Contact us today to find out more about how we can uniquely position your portfolio to succeed.