I'm committed to providing my clients with professional service, well-researched recommendations, and a sincere concern for their financial success.
My role as an Wealth Advisor is to work with each client to understand their financial goals, to develop an appropriate investment plan and to help them to monitor the progress of their plan.
My recommendations take into account the importance of tax planning and estate planning to ensure that they take advantage of any available opportunities.
I start each morning listening to a conference call which keeps me abreast of the latest information on markets and international news effecting them. Our BMO Nesbitt Burns analysts, share their opinions with regards to developments within individual companies or entire industry sectors. I then pass this information on to the clients who have a vested interest in those areas.
As a client you benefit from:
Timely information and advice regarding the investments that you hold.
Meetings as regularly as you wish to discuss any areas of your portfolio.
Access to a complete range of products and services to help ensure that your particular investment goals are achieved.
The security of your assets through the Canadian Investor Protection Fund which provides more coverage than available through chartered banks.
Regular reporting of your account through a comprehensive statement which is easy to interpret- it arrives quarterly unless there is activity within the account within any given month which would trigger a monthly statement.
If you have any questions regarding your portfolio or would like to explore a new approach of investing, please call me at (613)-967-2250 or by e-mail firstname.lastname@example.org