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Christine Fortin
Spencer Bromley
Sofia Smith
Jamie Wilson

Address
BMO Nesbitt Burns
1959, 152 Street
Suite 270
White Rock, BC
V4A 9E3
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BMO Nesbitt Burns
1484 Water Street, 3rd Floor
Kelowna, BC
V1Y 1J5

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Business Beliefs


Our Business Beliefs are our Guiding Principals

Our 110 years of Global combined experience has encouraged us to adopt five distinct beliefs which constantly challenge us to raise the bar of excellence.

These business beliefs are our Guiding Principles: they drive us on a daily basis.

  We believe that families have unnecessarily and unkowingly tolerated mediocrity of wealth counsel.

   We believe most financial advisors find the status quo comfortable.

   We believe that risk are misperceived. 

   We believe that most investment beliefs are outdated.

   We believe every day starts out with re-earning your business.