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Christine Fortin
Spencer Bromley
Sofia Smith
Jamie Wilson

BMO Nesbitt Burns
1959, 152 Street
Suite 270
White Rock, BC
V4A 9E3

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Corporate Executives

Corporate Executives

You have probably accumulated significant assets that are not immediately accessible, such as deferred compensation and restricted stock options. 

For our clients who are executives or insiders of publicly traded companies we have to look at diversification strategies as well as planning for retirement to sustain your current level of lifestyle expenses.  Protecting funds in the bloodline is often paramount for our clients.  Between the time-consuming demands of your job and often complex nature of your personal financial circumstances, we understand you could use some guidance to ensure that your money is working as hard as you do.