The Chattell Wealth Advisory Group
BMO Nesbitt Burns
1959, 152 Street
White Rock, BC
What makes us different...
....our expertise and focus on client service
- A multidisciplinary team providing thoughtful advice on all aspects of personal finance
- Discretionary active portfolio management according to our investment models developed internally
- Fully Transparent investment process
- Customized income solution to help generate tax-efficient income
- Direct communication with our client's other professionals to help coordinate their affairs
- Dedicated client service Monday to Friday as we work to avoid voicemail
- The ability to engage our clients in real or virtual methods as needed
- Regular review of cash, holdings, objectives, and plans.