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
Map
BMO Private Bank
20 Erb St. West, 6th Floor
Waterloo, ON
N2L 1T2
What's Important to You?
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Our approach is different. Because our clients are different.What is most important to you? We tailor solutions specifically for you, to maximize opportunities and mitigate potential challenges down the road. We apply disciplined, holistic, transparent and independent guidance, maintaining open and regular collaborative lines of communication, listening to you, and keeping you informed.Our specialized team of experts is here to understand your life priorities and deliver on our commitment to:  Assess your financial goals and level of risk tolerance Develop a strategic and effective in-depth plan based on your current financial picture Put your customized investment plan into action Monitoring its progress over both the short and long term, with a responsibility to keep you informed  Meet at your desired frequency to review your portfolio, re-evaluate and re-balance where necessary |
