Franco Saracino CIM, MBA

Tel: 450-466-7203

Address

BMO Nesbitt Burns
1501, ave. McGill College
Bureau 3200
Montréal, QC
H3A 3M8
Map

BMO Nesbitt Burns
1850 Panama bur. 400
Brossard, Quebec
J4W 3C6

Contact Me

Approach

Approach

Mission

We strive on building a solid, lasting relationship with our clients. Encouraging you to remain committed to your financial goals is top priority and this means providing expert and professional advice for your financial health and being accessible to you at any time. 

Philosophy

Investing is a long term endeavour in which prudent asset allocation with a keen regard for risk is tantamount to ensuring your financial well-being. Discipline and a commitment to a long term investment strategy is the cornerstone of our process. A well-structured investment portfolio forms part of a holistic financial plan that considers such aspects as insurance, estate, succession, and enterprise transition planning.
 


We are 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