Toll Free: 800-289-7798
132 Trafalgar Road
A Distinctive Approach to Wealth Management
As part of BMO Financial Group and the organization’s Private Client Group, BMO Nesbitt Burns has the expertise to manage the most sophisticated wealth needs. Founded in 1817, BMO is Canada’s oldest bank, and the origins of BMO Nesbitt Burns date back to 1912. The firm is one of the largest and most trusted Investment Dealers in Canada and has been helping clients achieve their financial goals for more than 100 years.
Putting Clients First
Each client is unique and there is no single solution that universally addresses every client’s needs. Geoff’s process begins with a consultative meeting to better understand the client’s specific circumstances, financial needs and goals. Using the information gathered in this meeting, Geoff then develops a tailored, comprehensive financial strategy that addresses the client’s needs and sets in motion the journey to financial success.
Geoff and his team pride themselves on the high caliber of their service. Their dedication to their clients is demonstrated by regular face-to-face portfolio reviews and frequent open discussions about their client’s evolving needs and cash flow requirements in order to provide leading client service.