With more than 35 years of experience, Alain has developed a strong expertise in retirement planning which provides clients with a targeted plan tailored to meet their personal investment goals.
The team is always striving to exceed their clients’ expectation, service is fast and efficient.
One of Alain’s priorities is to pinpoint the specific needs of every client. Once a portfolio has been built, Alain makes sure to regularly touch base with every client in order to keep them informed and make any necessary adjustments to account for changes in the market environment and their own personal circumstances.
To maximize retirement planning, Alain relies on sophisticated software called WealthPath. This tool enables every client to develop an annual action plan to maximize the yield and income generated by their portfolio after their retirement.
Our clients receive a report on describing changes in the marketplace and providing financial and retirement planning advice every quarter.
Please do not hesitate to contact us should you have any questions or if you wish to make an appointment. After having identified your needs, we will be in a better position to provide you with solid financial advice and suggest a plan to help you maximize your return on investment and enjoy a comfortable retirement.
The Forget Team of BMO Nesbitt Burns would like to take this opportunity to say thank you to their clients for their trust over the years. You can count on us to continue providing you with the financial advice you need to enable you to make your plans a reality and efficiently manage your investments.
The Forget Team