David Zadak

Senior Investment Advisor

Fax: 604-654-2515
Tel: 604-654-2513
Toll Free: 1800-663-0242


BMO Nesbitt Burns
885 West Georgia Street
18th Floor
Vancouver, BC
V6C 3E8

Contact Me

Our Clients

Our Ideal Private Clients

Our private clients are principally senior officers, directors and/or founders of publicly-traded companies or private enterprises, as well as public and private corporations, trusts, charitable foundations, institutional investors, and investment funds. Our ideal clients are typically accredited investors who may be:

  • Goal-oriented; much more focused on achieving their investment objectives than the average investor.

  • Very busy; their time is valuable, and they may have neither the time nor the desire to monitor their own investments and portfolios.

  • Forward-looking; they focus on the present and the future; seldom on the past.
  • Discerning; they seek a discreet, honest, and personal approach to wealth management strategies that work for them, which means they value custom-tailored investment plans and our prudent investment advice.

We believe. therefore, that the services of David Zadak and his team at BMO Nesitt Burns are particularly suited to serving your individual requirements if you either (a) possess a sizable, private fortune because you:
  • Are or were the owner, partner or significant shareholder of a private or public business
  • Are or were a director, officer or senior executive of a private or public business
  • Have a complex business or family situation
  • Are either an international business or a family with multiple residences
  • Seek a highly personalized and proactive level of service

Or, (b), expect to acquire a private fortune in the not-too-distant future.