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Angela Galer-Grist

Associate Portfolio Manager, Investment Advisor, CFP®

Fax: 905-681-2953
Tel: 905-681-6031
Toll Free: 1800-403-8147

Angela Galer-Grist
Frank LaPierre
Chris Markou
Piero Mazza

Address
429 Elizabeth Street
Burlington, ON
L7R 2L8
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The Importance of Financial Planning for Business Owners & Professionals

Financial Planning is a complex matter and for professionals and business owners with corporate assets, a deeper level of investment, tax and estate planning knowledge is required. As an example we need to ensure you have sufficient insurance to cover future tax & estate liabilities and secondary wills for the shares of private companies.

It is important to ensure you are working with a financial advisor who has experience and knowledge, as well as a team of wealth experts to support your family’s finances.  I have decades of experience in the industry and excellent support within BMO Nesbitt Burns including CPA’s and in house Estate Lawyers to help us create and execute your plan
 

Book your appointment today by calling (905)-681-6031 or by email angela.galergrist@nbpcd.com