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BMO Nesbitt Burns
1 First Canadian Place
39th Floor, P.O. Box 150
Toronto, ON
M5X 1H3
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Testimonials

Mary Jane & Dean Chamberlain
Retired U of T Professors & Medical Doctors                                                                                


                                                                                                                                                                       






 
Dean and I have been working with David for more than 20 years and with Matt for 8 years. We have 4 children and 10 grandchildren. We have found that clear and open communication with the next generation has made our family stronger and our financial situation more concrete.

David and Matt’s family office services provide the back bone for the financial decisions that we make and communicate in an annual meeting with our children. Early in our association, David was of great assistance in helping me manage the investment portfolios of my elderly parents.

Throughout the years, David and Matt have stewarded us through market corrections, insurance planning and estate planning. They have a deep understanding of how our family operates from a financial perspective and we trust that their advice will continue to successfully guide us in the future. They are attentive, thoughtful, proactive and thoroughly professional.

Dean and I highly recommend the Family Office Services provided by David and Matt. Please feel free to contact us should you have any questions.

-Mary Jane & Dean Chamberlain
(April 2021)






















 

Disclaimer: The opinions expressed above are those of the named client author and are in no way representative of the views of all clients. Client testimonials do not constitute a guarantee, warranty, or prediction regarding outcome of your investments.