Gurpreet Sohi, CFA, CFP®
BMO Nesbitt Burns
1959, 152 Street
White Rock, BC
Helping you build and preserve your wealth is a top priority. At BMO Wealth Management, we have a number of investment services available to suit all styles of investor – whether you want to manage your investments independently, are seeking professional investment advice, or would prefer to have everything managed by our investment professionals. We provide you with that choice.
We work with you to understand your risk tolerance, determine the right asset allocation and implement your portfolio strategy. Once this is determined, it’s important to review your portfolio on a regular basis to stay on top of evolving changes in your life and in the market.