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Contact Us

Al Rocca
Louise Somerset

Tel: 705-675-8982
Toll Free: 1800-450-7655
Fax: 705-675-8936

Address
BMO Nesbitt Burns
27 Cedar Street
Suite 301
Sudbury, ON
P3E 1A1
Map

Our Approach

 

Our approach is different. Because our clients are different.

What is most important to you? Your Investment Advisor 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.
 
Your investment advisor and their specialized team of experts 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 




Click here to schedule a private consultation.