Portfolio Manager, Investment Advisor
Toll Free: 866-290-2434
210 Front Street
BMO Bank of Montreal
62 King Street West
How to Find Us
Take Your Investing To The Next Level
Our office is conveniently located at:
BMO Bank of Montreal Branch
62 King Street East, Cobourg, Ontario
Click here to find out how my clients benefit from our Strengths and Distinctions. We offer expanded service and capabilities.
Proudly Serving Clients in Northumberland and Quinte
Boris' open approach to communicate quality advice in clear terms ensures clients are comfortable and confident with their investments.
Boris has been advising conservative, high net worth clients since 1998 with BMO Nesbitt Burns Inc. Boris works with a wide range of families, professionals and corporations, offering a customized approach to managing investments. His clients benefit from conservative portfolio management guided by BMO Nesbitt Burns top-ranked research. Boris believes that extra effort should be devoted to ensuring that a high quality investment program reflects his clients' individual experiences, personal goals and risk tolerance.
"I specialize in recommending and administering investment accounts, retirement planning and tax savings strategies for estate purposes. For the business owner, I can extend my normal services to include individual pension plans."
Voted 2009 People’s Choice Award for "Best Investment Advisor” in Northumberland County.
*As voted by the readers of Northumberland Today