Tel: 519-886-3605

Address

BMO Nesbitt Burns
20 Erb St W
3rd Floor
Waterloo, ON
N2L 1T2
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Contact Us

Connecting you to customized wealth advice and solutions at BMO Private Wealth

At the Dziedziejko Cook Investment Advisory Group, BMO Nesbitt Burns, we are a team of specialists in the field of family wealth management. We have established ourselves as a premier team in providing comprehensive wealth advice: financial and estate planning; personal and corporate tax-minimization strategies; and family wealth transfers.

Our team has over 30 years of experience in wealth management, to provide a distinctly personalized service. The team is comprised of two Investment Advisors (Candice Dziedziejko and Teri Cook), one Associate Investment Advisor (Sara Cook), one Administrative Assistant (Lindita Sulemanovski) and a network of partners that provide comprehensive, specialized advice to assist clients with all aspects of their family wealth management.

We prioritize building a relationship with trust and openness. We place emphasis on the importance of understanding the full picture; is charity important to you? do you have grandchildren that you want to help? are you concerned that your child is going to have to take care of your estate? do you have a succession plan for your business? These are all questions that we ask to help you build and define your goals. Once your goals are defined, we then decide on an investment strategy and implement a plan. We aim to provide peace of mind when it comes to your financial future. Click on the “our process” tab for an in depth break down of how we can help you.

 

Are you doubting whether or not you have covered all of your bases? Contact us today to find out!
 


 

Important Notices

Women-centric financial advisory teams offer investors a unique perspective Our team was featured in the Globe and Mail in 2020, in which the article recognized the importance and rarity of women in wealth management. The article titled: “Women-centric financial advisory teams offer investors a unique perspective” by Helen Burnett-Nichols notes that our shared work ethic and investment philosophy is what brought the team together. We feel that our team dynamic gives a unique and fresh perspective to what it means to be an investment advisory team.


Click here to read the article. 

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