Investment Advisor and Financial Planner
BMO Nesbitt Burns
2 St. Clair Ave. West
I wanted to tell you how I feel about my experience so far in working with you and your company, BMO Nesbitt Burns.
As you know, when I first met you I was going through a significant transition and was concerned I would not have enough money to live comfortably. I wanted to ensure that I avoided the pitfalls that were common to people in my situation and that could cost me significantly in the longer-run.
I decided to work with you because of the process you followed in showing me several planning options that specifically addressed my personal circumstances. This was instrumental in helping me to make the right financial decisions and have the peace of mind that I would be financially secure. I had met with other advisors, but they never showed me the right plan and gave me the assurances I needed.
In the period of time that we have worked together I have been impressed by how you have positioned my portfolio and how you have communicated regularly with me along the way. I feel that I would not be in the secure financial position I am in today had I not met you."
- M (Toronto, September 2015)
J & I have been very impressed with your handling of our investments in the past few years and we simply wanted to thank you for the care and diligence you've applied to our financial situation.
As you know we have dealt with a number of large institutions and have even tried the smaller, we felt, more personal firms. We have experienced the 'dialling-for-dollars' techniques of some brokers and the eroding of personal attention and care as brokers shift their priorities to acquiring new clients. However, in our considerable years of investing experience, we can honestly say that we have never felt more comfortable than when working together with you.
We are impressed with your openness, honesty, and the care and commitment demonstrated in handling our accounts, your knowledge of and currency with the financial markets, your ability to empathize, and the wisdom of the individually tailored plans you have drawn up and diligently monitor for our (now) 5 family members.
We continue to recommend you and your services to friends and acquaintances. Please don't hesitate to provide our contact information to any potential clients if they would like to discuss any aspect of your modus operandi."
- H & J (Toronto, September 2015)
We wanted to write you this letter to let you know about our experience in working with you and BMO Nesbitt Burns.
When we first met you, were were in need of a more holistic approach to our family finances given our family circumstances and the assets we had accumulated. We had sought a comprehensive planning approach from our prior financial institution, but were not offered a strategy that addressed our needs. We found this frustrating and ended up spending a lot of time working on our finances while having to balance an already busy work and family schedule.
Since we have been working with you, we have been impressed by your service and the process you have taken in developing a detailed plan that addresses our needs. We also appreciate that you have kept in touch with us and even corresponded with other professionals who assist us with other aspects of our finances. We thank you for the care you have shown."
- A &L (GTA, September 2015)
We wanted you to thank you for helping us with our financial planning needs over the last few years.
As you know, before we met you, we were not getting the level of service we required from our previous advisor and were concerned if we were heading in the right direction based on our overall financial picture.
We were originally only looking for a second opinion when we were referred to you by a family friend. That being said, we were ultimately looking for an advisor who would give us timely information, stay in touch with us on a regular basis, and who would tailor a plan based on our specific needs. We were also looking for someone who would be honest and would be straight with the numbers.
Although we have only worked together for less than two years, we have been impressed by how you not only check in on a regular basis, but have a strong client focus and help explain things and manage our concerns throughout a tough economy. We appreciate the tailored plan you have designed and feel it is right for us. The planning process you follow also allows us to have the information we require to contemplate life or career transitions without having to be concerned about our financial future."
- J&J (Ottawa, July 2009)