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Don McGugan

Associate Portfolio Manager, Wealth Advisor, Investment Advisor and Financial Planner

Don McGugan
Helene Prelipceanu

Toll Free: 866-575-0255
Fax: 519-354-5522
Tel: 519-627-8782
Tel: 519-344-8181
Tel: 519-354-7060

Address
BMO Nesbitt Burns
100 Ouellette Avenue
Suite 1100
Windsor, ON
N9A 6T3
Map

BMO Nesbitt Burns
819 St Clair Street
Chatham, Ontario
N7M 5J7

BMO Nesbitt Burns
770 James Street
Wallaceburg, Ontario
N8A 2P5

BMO Nesbitt Burns
429 Exmouth Street
Sarnia, Ontario
N7T 5P1

Contact Me

My Process

About My Process
 

•I take a consultative approach to working with you and continuously evolve it as your situation changes.
 
•My 5 step process includes:
1.Understanding your needs
2.Planning for your needs
3.Choosing your solution
4.Reviewing and communicating with you
5.Evolving and adjusting your plan


Understanding Your Needs
 

•Understanding your needs includes a detailed discussion on what your needs are including

a. Do you need growth?
b. Do you need capital protection? How much?
c. What is your retirement/estate plan?
d. Do you have specialized needs (i.e. Succession Planning, Financial Planning, Transition Planning)

Planning for Your Needs

 
•I will guide you through a careful planning process to help meet your needs and make your goals a reality.
 
•This includes:
–A review of your current financial position
–An analysis of issues that are most important to you
–The setting of priorities and identifying action items
–Involvement of other professionals, if needed

Choosing Your Solutions

 
•BMO Nesbitt Burns offers one of the most comprehensive selections of investment products and solutions in Canada, backed industry leading research. 
 
 
•I also have a wide range of wealth advisory services which go beyond investment solutions and address your broader needs.


Reviewing & Communicating with You

 
•On an ongoing basis, you will receive comprehensive information from me to keep you informed and up to date.
 
•You can expect detailed statements of your account, electronic access through Gateway®, our online client information centre, and face-to-face reviews on a regular basis.
 
•I review of all of my client’s accounts regularily.

Evolving and Adjusting Your Plan

•I will work closely with you to ensure that your investments and finances not only meet your current needs for income, growth and diversification, but also take into account your plans for the future and your family’s long-term security.