Carlos Casanova
Wealth Advisor
Tel:
905-828-0895
Fax:
905-897-5229
Toll Free:
800-387-9314
Address
BMO Nesbitt Burns
360 Oakville Place Drive
2nd Floor
Oakville, ON
L6H 6K8
Map
BMO Nesbitt Burns
BMO Erin Mills Branch
2825 Eglinton Ave West
Mississauga, Ontario
L5M 6J3
Contact Me
Welcome
What truly sets me apart is my meticulousness and creativity, my authentic and personal approach and my expertise in clarifying the complexities of investing.
My team and I are passionate about helping clients achieve their financial goals and enjoy the confidence of knowing they will be able to provide a comfortable lifestyle for themselves and their loved ones. Through a personalized relationship based on trust and our deep understanding of you and your needs, I will work hard to enhance your assets through a diversified, portfolio of stocks, bonds, ETFs, and mutual funds.
Equally as important, I will create a complete, tailored and integrated Wealth Plan for you, drawing on the expertise of a network of BMO Private Wealth specialists, to address a multitude of financial considerations that can significantly impact your net wealth.
Learn more about
Our Approach, our
Wealth Planning focus, our
Investment Management style and
Our Team.