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Bill Szego, Doug Jones, Terri Szego and Richard Lawrence provide comprehensive, personalized investment planning to clients and are dedicated to helping them achieve their financial goals.

We have over 95 years of combined experience advising clients on their financial affairs. Our team has been able to succeed as trusted advisors to our clients by providing conservative wealth management and by leveraging the industry leading research and resources that BMO Nesbitt Burns has to offer.

Together with Ann McCarron, Mario Glavas, Glen Breglia and Andy Kamath, we are committed to a high level of client service. We strive to answer our own telephones and respond to client requests in a timely manner.

What We Do

How We Do It