COVID-19 Update: At BMO Nesbitt Burns, we care about the safety of our clients and professionals. To help keep you and our team healthy, and to support public health efforts to manage the spread of COVID-19, our office is closed to public traffic during this time. We are still open for business, and happy to connect by email, phone or using one of our virtual meeting options. Thank you for your understanding. Your safety will always be our priority.
Who We Are
We are committed to providing an optimal client experience.
Our approach is personalized, built around your goals. We believe that every client deserves a dedicated and consistent level of service, tailored to your individual needs. We will listen to what’s important to you and try to understand your priorities, bringing it all together and defining your investment solutions.
What We Do
My team and I have the collective expertise to advise you both personally, and professionally.
We’re here to help with all your financial priorities at every stage of your life, providing an unbiased, holistic approach that encompasses all aspects of wealth management: investment planning, wealth advisory, retirement planning, business planning, estate and insurance services, tax planning, and philanthropic giving.
Our Approach & How We Do What We Do
Our Matters Process:
Meeting with our clients on an ongoing basis through various methods (Phone, Email correspondences, Meetings)
Advice - Keeping clients informed, with ongoing guidance and reviews to keep our clients on track to achieve their financial goals
Tailor ideal solutions and strategies that make sense to our clients
Tax Planning - Ensuring our clients financial plans are efficient and your tax liability is minimized
Educateour clients about alternate options to savings and investing like TFSAs, RRSPs, RRIFs, Life Insurance, non-registered, and Corporate Business Accounts
Risk Management - Identifying the measurement and mitigation of investment risks, according to our clients risk tolerance parameters, and using research from industry trends
Setting goals, dreams and objectives
To be successful, we require open and regular collaborative lines of communication with our clients, where we are listening to you, and then keeping you informed on what we believe is the best strategy for you to implement.
My team, along with the expertise ofvarious specialized wealth planning professionals available to you at BMO Nesbitt Burns, are here to understand your life priorities and deliver on our commitment to:
Assess your financial goals and level of risk tolerance
Develop a strategic and effective in-depth plan based on your current financial picture
Put your customized investment plan into action, monitoring its progress over both the short and long term, with a responsibility to keep you informed based on your needs
Meet at your desired frequency to review your portfolio, re-evaluate and re-balance where necessary to achieve meaningful performance
Backed by a 200-year legacy of trust, insight and thought leadership.
As your investment advisor, getting to know you and establishing a lasting relationship based on the highest standards of service excellence, transparency and integrity is our commitment. You’ll have full access to the insight and resources of a team of experts at BMO Financial Group, a recognized leader in providing comprehensive investment and wealth advisory.