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George Dingee
Jeremy Pearson
Sandra Bell McKenney
Brian Clark

Toll Free: 1800-565-3404
Tel: 506-634-6880

44 Chipman Hill
Suite 1500
Saint John, NB
E2L 2A9

Who We Are

Why wait for your account statement to arrive by mail when you can get it now?

BMO Nesbitt Burns Gateway serves you a 24-hour access to portfolio information. This service saves your time, and you'll never have to worry about your statement getting lost or stolen in the mail. Your e-statement is secure, because it can only be viewed by you in BMO Nesbitt Burns Gateway.

Putting Your Financial Plan into Action

You know what your financial goals are and you have outlined a clear route towards achieving those goals. So what's next? Putting your financial plan into action.

Implementing your plan
Proper implementation of your plan is vital if you are to realize your goals. You'll need to make decisions about specific financial products. For example, your plan will outline an asset allocation and diversification strategy so you will need to select the appropriate investments. If your plan has identified that you need additional insurance coverage, you'll need to decide whether Term, Whole Life or Universal Life products are best for your situation. At the same time, you may have conflicting goals, so priorities must be set and trade-offs made.

How I can help
With so many options to consider, it's always worthwhile to get some professional advice. When it comes to selecting financial products you want to make sure that they are the right ones to help you realize your goals. I can review the options for you and recommend those that make sense for your plan. And you may find that you are not able to reach all of your goals at once. Working together, we can sort out your priorities.

If you'd like to move your financial plan from strategy to action, please contact me directly: George Dingee (506) 636-9073.