As part of BMO Nesbitt Burns, a member of BMO Financial Group, the La Civita Wealth Management Group offers discretionary portfolio management services to a select group of qualified individuals and corporations.
With over 28 years experience in the securities industry and 34 years overall in the financial industry, Vice President and Portfolio Manager Cam La Civita offers Wealth Management services to his clientele with the assistance of Helene Prelipceanu, Investment Representative and Administrative Assistant.
The group follows a calculated and disciplined approach to investing that is proven to help you grow, preserve and pass on your wealth. This approach allows you to delegate the day to day management of your investments with confidence and trust.
"I work closely with clients to develop a plan that will get them to their long term goals with the least possible stress along the way and then help them stick to that plan, which is actually by far the most difficult aspect of successful investing".
Cam La Civita
"It only takes two things to succeed as an investor, first having a reasonable plan and second sticking to it- and that it's the sticking to it part that investors struggle with".
Warren Buffett - Chairman of the Berkshire Hathaway Group
BMO Nesbitt Burns is a strong, proud and determined organization with a goal of becoming the number one financial services firm in North America. Since 1912, the firm has had an unwavering belief in the power of the Advisor-Client relationship. Backed by the resources of BMO Financial Group, we can meet all your financial needs, including portfolio management, retirement and estate planning, financial security, retail and corporate banking services, as well as trust services. BMO Nesbitt Burns is a core part of the success of BMO, Canada's oldest bank, founded in 1817.
Click this link to learn more about what BMO Nesbitt Burns offers.
Camillo (Cam) La Civita