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Gary Doblanko

CFP®, CIM, FCSI, Investment Advisor, Financial Planner,
Vice President

Tel: 780-418-2780

Gary Doblanko

Address
800 Manulife Place
10180 - 101 Street
Edmonton, AB
T5J 3S4
Map

Contact Me

Gary Doblanko

I have been servicing clients in the investment industry for over 35 years, the last

fifteen of which have been at BMO Nesbitt Burns. Prior to that, I specialized in

Financial Planning and Investments with BMO Bank of Montreal. I'm a graduate of

the University of Alberta with a BSc.majoring in Psychology. I also hold numerous

financial planning designations including; CFP, FCIS, FMA, and SFC.

 

Business Philosophy

I firmly believe that my clients' interests are best served by taking a fully diversified

portfolio approach to investing and employing the principles of dollar

cost-averaging to take advantage of market volatility. I work closely with my

clients to formulate customized investment strategies designed to increase

diversifiaction and keep risk at acceptable levels. Whether a client is conservative

and income-oriented, or looking for growth, I design an investment strategy that

best fits their needs.

The Importance of a Sound Investing Partnership

Many financial issues affect us all: saving for retirement, minimizing taxes, setting

aside funds for a major purchase or to finance a child's education. To reach your

own financial objectives, you need to consider the challenges of building and

preserving capital in today's increasingly complex market place.

 

Service Excellence

I am committed to building a solid, lasting relationship with all my clients. Keeping

clients informed is a top priority for me, and this means providing access to a

wealth of educational materials, promptly returning phone calls, and quickly

following up on administrative issues. It also involves monitoring accounts on an

ongoing basis to take advantage of opportunities and changing market conditions

as they arise. I regularly review goals, strategy and portfolio performance with my

clients.