Toll Free: 1-800-647-3998
Fax: 613-967-6054
Tel: 613-967-2250

Address

BMO Nesbitt Burns
210 Front Street
Belleville, ON
K8N 2Z2
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Our Approach

 
Our approach is different. Because our clients are different.

We tailor solutions specifically for you, to maximize opportunities and mitigate potential challenges down the road. We apply disciplined, holistic, transparent and independent guidance, maintaining open and regular collaborative lines of communication, listening to you, and keeping you informed.

Learn more about our client service.
 
As your Investment Advisors, we also work with a specialized team of experts to understand your life priorities and deliver on our commitment to:
 
Our Approach  Assess your financial goals and level of risk tolerance

You and Your Family Develop a strategic and effective in-depth plan based on your current financial picture

You and Your Family Put your customized investment plan into action

  Monitoring its progress over both the short and long term, with a responsibility to keep you informed 

   Meet at your desired frequency to review your portfolio, re-evaluate and re-balance where necessary