B.Sc., Economics, University of Victoria, FCSI
With Darlene, you can have the peace of mind that she is not only providing the best investment advice, but also views the client-advisor relationship as a partnership. She truly listens to her clients, where she tailors a portfolio to reflect each client's unique situation. Darlene offers a wide range of products and services which includes accessing BMO’s top ranked research and other leading third party portfolio managers along with wealth advisory services such as investment, financial, tax and estate planning. In addition, with the growth in sustainable and socially responsible investing, Darlene enjoys sharing her knowledge and expertise, allowing clients the opportunity to learn how their investments can be used to make a positive difference while balancing profits.
“My job is to decipher and interpret investment information providing the best advice I can give so that my clients can spend their time doing the things they enjoy in life.”
Darlene has been with BMO Nesbitt Burns since 1984 where for over 25 years her hard work and perseverance has led to numerous nominations by the firm as a candidate for the prestigious 'IDA Distinction Award'. Learning from books about investing only goes so far, with Darlene you get the benefit from her many years of hands on experience. As well, Darlene has a team of wealth planning experts that she works closely with. She welcomes working with your own professionals such as accountants, lawyers, and bankers, that way it will ensure everyone is on the same page and that the client is getting a well thought out wealth plan.
Darlene takes pride and satisfaction in being able to use her expertise to enhance the lives of others and has a genuine concern to help each and every client achieve their investment goals. She is patient and takes the time to ensure her clients understand each step of the process. Providing full disclosure, transparency, and accountability has been a cornerstone of Darlene's practice.
Darlene believes building solid, trustworthy, long-lasting relationships with clients and continuing to grow through referrals is the ultimate honour.
To set up an initial consultation meeting with Darlene, please feel free to contact:
Christopher Chan at 250-361-2425 or e-mail: Christopher6.Chan@nbpcd.com