B.Sc., Economics, University of Victoria
RRSP's, RRIF's, Investment Accounts
Darlene is a Vice-President and Senior Investment Advisor with BMO Nesbitt Burns Inc., where she manages in excess of $100 million for individuals and corporations.
Darlene has been with BMO Nesbitt Burns since 1984 and for over 31 years her hard work and perseverance has led to her being consistently nominated by the firm as a candidate for the prestigious IDA 'Distinction Award'. This national industry award recognizes those Investment Advisors who display high standards of dedication and professionalism. She was a 'Distinction' semi-finalist for the Pacific Region for 1995-1996, 1996-1997 and 1998-1999.
Her philosophy towards investing and asset allocation is taking a conservative and prudent approach in selecting the best possible products for each unique and individual investor. Darlene advocates a well thought out, step-by-step plan in order to achieve investment objectives rather than market-timing or speculative investing. Using products such as stocks, mutual funds, bonds and GICs in combination with services such as financial, estate and retirement planning, she devises a comprehensive and strategic investment plan for each and every client as part of an overall wealth management strategy.
As a BMO Nesbitt Burns client, you have access to investment recommendations based on extensive analysis by Canada's top ranked* research department-information that is essential to the preservation and growth of your capital. This value-added benefit along with the professional advice we provide will help you to attain your retirement goals more quickly and efficiently.
Over the past 31 years, Darlene's practice has grown significantly as a result of her conservative and prudent approach and continues to expand due to the referrals she has gained from her existing client base. She takes pride and satisfaction in being able to use her expertise and has a genuine concern to help each and every client achieve their investment goals.
Darlene says, "Over the years, the way that I have been able to gain confidence from my clients is to convey the idea that there is no substitute for prudent financial planning and asset allocation. Although there has been a profusion of investment information available to self-directed investors more than ever before, my job is to decipher and interpret this information and to provide the best advice I can give so that my clients can spend their time doing the things they enjoy in life."
Shanna Acheson, Investment Representative
Shanna has been with BMO Nesbitt Burns for over 17 years and has successfully completed the Canadian Securities Course and the Conduct and Practices Handbook Course. In her role as senior administrative assistant, Shanna handles all administrative issues and is responsible for overall client service. She thoroughly understands what clients expect when it comes to efficient, personal, detailed and confidential service. Shanna is a vital component in Darlene's investment team, she is always friendly and willing to 'go the extra mile' to assist clients.
For an introductory meeting with Darlene Chan, please contact:
Shanna Acheson at (250) 361-2415.