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Felice Bontempo
Cassandra Baylis

Tel: 905-681-7151
Toll Free: 1800-403-8147
Fax: 905-681-2953

Address
429 Elizabeth Street
Burlington, ON
L7R 2L8
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Our Business Philosophy

 
Investments and financial strategies are, at the end of the day, not ends unto themselves. Rather, they are important tools that can help you and your family acquire the means to fully enjoy your life.

Our Services

 
  • To illuminate the path: comprehensive financial plans, educational materials and seminars, as well as the perspective of our more than 20 years investment and financial planning experience;

     
  • To help propel you towards your destination: a vast array of cash flow-producing investments such as bonds, high quality preferred and common shares, ETF's, REIT's, mutual funds, and world-class managed money solutions;

     
  • To get you to your destination safely: the guidance provided by regular phone / email / in-person contact (as you choose), along with the expertise of our award-winning BMO Nesbitt Burns research and advisory team.