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Eric Strassburger

Wealth Advisor

Tel: 519-886-6135
Toll Free: 800-265-6148
Fax: 519-747-2236

Eric Strassburger
Kaitlin Donelle

Address
20 Erb St W
3rd Floor
Waterloo, ON
N2L 1T2
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Helping Families achieve their Retirement & Estate Planning Goals 


 

 


What We Do

  • We provide a Goal Based Process that helps clients achieve their dreams. 


How We Do It     

  • Retirement and Estate plans are developed by our Financial Planners, Accountants and Lawyers.
  • Portfolios are managed using a Pension-style Investment Management Process.

Why We Do It

  • To make your wealth & retirement stress free.    
     

Leveraging the insight and resources of a team of experts at BMO Financial Group, we are able to offer a holistic approach – encompassing all aspects of wealth management:

 

•  Investment Management  •  Wealth Building 

•  Retirement Planning  •  Business Planning 

•  Impact of Life Changes  •  Estate & Insurance Services 

•  Tax Planning  •  Philanthropic Giving  •