Senior Investment Advisor, Financial Planner
885 West Georgia Street
We offer full service investment management, including retirement and estate planning1, through BMO Nesbitt Burns Financial Services Inc.
Fee Based Services
Using BMO Nesbitt Burns Top Ranked Research2, We provide clients with a host of portfolio ideas that satisfy each client's individual needs.
Should the client prefer, we offer a fee-based approach using our proprietary products such as:
The Quadrant Program
The BMO Nesbitt Burns Quadrant Program brings a comprehensive approach to investment management one that has proven to deliver dependable long-term results. Global in scope, but singular in focus, this innovative program offers, systematic asset allocation, access to leading institutional investment managers and investment styles from around the world, daily monitoring and regular rebalancing and reporting.
The Blueprint Program
The BMO Nesbitt Burns BluePrint Program offers you the opportunity to participate in one or more of seven model portfolios, each actively managed based on the recommendations of the top-ranked BMO Nesbitt Burns Research team.
The Meridian Program
The BMO Nesbitt Burns Meridian Program® features include the benefits of an ongoing relationship with a BMO Nesbitt Burns Investment Advisor; full access to BMO Nesbitt Burns Gateway®; competitive, all-inclusive annual fee based on assets; commission-free trading through your Investment Advisor, over the Internet or a combination of both, and cash management account services, including pre-authorized chequing and automatic withdrawal services, and electronic fund transfer into your account.