Who We Are
We are a tight-knit team within BMO Nesbitt Burns partnering with families, individuals and business owners in Canada and the US providing individualized comprehensive investment advice based on their financial and life goals and their stage of life. We abide by a fiduciary standard, which always puts the client's interests first. We enjoy meeting new people to learn more about their goals and discuss how we may be able to help. Our ultimate goal is to positively impact our clients' lives.
We Believe In
360° Planning - There is more to financial well-being than just investments, we specialize in:
- Investment Management
- Education Funding
- Retirement Planning
- Insurance Needs Analysis
- Estate Planning
Equality - A person's value is not measured by their net worth.
Transparency - People should understand how much they pay and what they are paying for.
Simplicity - We talk to you in plain English and eliminate unnecessary complication.
Truth - People should always expect (and receive) the whole truth.
We work best with families, individuals and business owners who are committed to pursuing financial well-being, those who desire professional guidance and understand the value of professional, objective advice. If that sounds like you, we would love to hear from you.
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