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Home
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Contact Us
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Garth Postans
Tom Jackson
Nancy Fratpietro
Barbara Kennedy
Toll Free:
1 800-461-4191
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BMO Nesbitt Burns
1127 Barton St.
Thunder Bay, ON
P7B 5N3
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Welcome
Our Mission Statement
To provide comprehensive wealth management through personalized financial advice.
To build a relationship based on trust and a process that delivers peace of mind.
To be the last investment professionals you will ever need to deal with.
Our Core Investment Philosophies
Focus on clients' needs/goals, not on products
Keep clients on track to reach their financial goals
Create a comprehensive plan and follow it
Carry out regular reviews with clients to reevaluate situations, goals and needs
Help clients through life changes, including marriage, retirement, estate issues*, separation/divorce, death of a spouse etc.