James Cochrane, CFP, CEA

Investment Advisor

Tel: 807-223-2600
Fax: 807-223-2690
Toll Free: 800-303-3249

Address

BMO Nesbitt Burns
1127 Barton St.
Thunder Bay, ON
P7B 5N3
Map

BMO Nesbitt Burns
21 King Street
Dryden, Ontario
P8N1B4

Contact Me

My Approach

The topics covered over the first 2 years of our relationship include:
  1. Identify & Quantify Financial Goals

  2. Ascertain Current Financial Situation

  3. Review Risk Tolerance & Time Horizons

  4. Discuss Balance & Diversification

  5. Create a Comprehensive Financial Blueprint

  6. Build a Multi-Asset, Multi-Style, Multi-Manager Investment Portfolio

  7. Discuss Retirement Planning

  8. Talk about Risk Management

  9. Confer about Tax Strategies

  10. Speak regarding Debt Minimization

  11. Discuss Estate Planning

  12. Consult regarding Wills & P.O.A.’s

  13. Explore Educational Needs

  14. Chat about Charitable Giving

  15. Discuss Special Needs
A quarterly review of your situation and changes in the world is recommended.