Associate Portfolio Manager, CFP®
BMO Nesbitt Burns
429 Elizabeth Street
|High Networth Families
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. Angela has 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.
|Health Care Professionals
With the busy schedules of health care professionals, Angela ensures peace of mind for her clients by customizing financial plans for each client, allowing them to focus on doing what they do best.
Angela ensures tax planning is optimized with the use of corporate class funds in corporate holding accounts to minimize tax liabilities.
Angela has access to a team of private bankers to execute all banking and lending needs efficiently for her health care 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.
As a woman in finance, Angela works hard to empower her female clients by educating them on the importance of financial planning in order to set up their families for financial success. Angela has stressed the importance of saving and building wealth to her three children and wants to help other women do the same.
During this stressful time, Angela is here to guide clients through financial planning and the division of assets. As Certified Divorce Financial Analyst, she is qualified to work alongside Lawyers and Mediators to ensure that you are making the right decisions for a sustainable lifestyle post divorce.