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Bradley Goldhar
Sofia Sapra
Sherman Sung
Norman Shiner
Marianne Cizmar
Bronwyn Scott

Tel: 416-359-6650

BMO Nesbitt Burns
1 First Canadian Place
39th Floor, P.O. Box 150
Toronto, ON
M5X 1H3

Contact Us

Understanding Your Financial Objectives

We develop an investment plan for our clients based on a thorough understanding of their key financial objectives.

  1. What are their primary personal goals

  2. What are the key financial objectives with respect to:

    • ​Income requirements

    • Risk tolerance

    • Tax considerations

    • Timeframe

  3. ​What amount of involvement would they like with their investment portfolios