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Dave Yanick

Wealth Advisor

Dave Yanick

Address
1771 Comox Ave Suite 204
Comox, BC

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Commentary

Sound Advice That Relates Your Financial Plan To Your LIfe Goals

At BMO Nesbitt Burns Comox, our philosophy comes from the view that we can best serve our clients by helping them reach their unique dreams and goals. We then use our expertise and experience to help them understand the financial implications of the plans which they develop.

To make our personal approach work for our clients, we have created a team approach that lets us match our talents with your specific needs.

We pride ourselves on being a different kind of financial consulting team.

  • Our expertise lies in helping you find the most appropriate information possible. That is why we have created a team of individuals with complimentary strengths and approaches. We utilize the knowledge of the best professionals that we can find to help meet the needs of our clients.

  • We view ourselves as a valuable source of education and wisdom for our clients. Our focus is on continual education on both the financial and non-financial aspects of your life. We provide our clients with a regular offering of seminars, workshops, lunch and learns and educational materials.

  • Our financial approach is based on your life plan. We devote a good deal of time helping clients formulate and understand their life dreams and goals.

  • Our personal approach means that we maintain regular communication with our clients. We are there when you need us. On your time. Whether it's meetings that suit your schedule, or regular portfolio status updates, ongoing communication is key to how we do business.

  • We believe in trust and full disclosure. Prior to developing a strategy we ensure that clients are fully aware of such things as investment costs, fees and any potential risks. We also help you with balancing short-term market moves with your long-term goals.

  • A sound investing and confidential partnership. Our business is based on trust and confidentiality. When you open an account with us, you establish a partnership that will help you identify your financial goals, your income and security needs, tax considerations, and your comfort with risk. All of the information that you share with us is held in the strictest of confidence. Confidentiality forms the cornerstone of our practice, and we take that responsibility very seriously.