BMO Nesbitt Burns
50 Burnhamthorpe Road West
BMO Nesbitt Burns
2825 Eglinton Avenue West
- “Thorough” is my middle name.
- My team and I are very efficient and detailed-oriented and passionate about taking care of every nuance so that no details are overlooked.
- We work with a high level of scrutiny and think through things with a fine-tooth comb.
- We will provide you with a full and well-rounded wealth experience: we will get a second opinion, create a financial plan, bring in all required specialists, obtain both a Canadian and US tax perspective, and take the time to really look at your full financial picture.
- I think outside the box and am very creative in solving problems.
- Rather than simply crafting a financial plan based on your stated goals, I will also present different roads you may not have considered for you to explore.
- I see investment products from different angles and use BMO Private Wealth’s excellent portfolio planning platform in new, better and more efficient ways than other advisors.
AUTHENTIC, PERSONAL APPROACH
- Our team is very transparent and we listen to your concerns so that we can design a customized plan for you.
- We take the time to understand your financial goals and learn what is important to you.
- By actively listening, we hear your valuable feedback, which helps us to evolve our services.
- We will bring you access to all the resources available across BMO Financial Group:
- Top-ranked research from BMO Capital Markets,
- World-class money managers,
- A complete network of wealth planning experts, plus
- The significant advantages of Private Banking and Business Banking expertise.
Learn more abour our Service Offering here.
- By simplifying the path to living life your way, we will help you make sense of the complexities of investing.
- We strive to make sure you understand the strategy that we’re recommending so you are comfortable with it.
- We will make the time to be available for detailed discussions if necessary.