Tel: 506-462-0236

Address

BMO Nesbitt Burns
65 Regent Street
Suite 200
Fredericton, NB
E3B 5A6
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Contact Us

Our Services

We can help you simplify the complicated financial affairs that come with wealth management and advise you on how to respond to changes in your life and the world around you. 
 
 
Financial Planning


Achieving your financial goals takes careful planning, consideration and execution. We deliver innovative and customized wealth planning solutions designed to assess overall wealth management needs and recommend strategies to help clients preserve, enhance, transfer and protect their wealth.


 
Asset Mix Management


A key determinant to successful investing is an appropriate mix of assets - cash, stocks and bonds. Using recommendations from BMO Nesbitt Burns' research department, I work closely with my clients to develop portfolios that are appropriate for them.



Service Excellence

I am committed to building a solid, lasting relationship with our clients. Keeping clients informed is our top priority. This means providing access to a wealth of educational materials, promptly returning phone calls, and quickly following up on administrative issues.

It also involves monitoring accounts on an ongoing basis to take advantage of opportunities as they arise and changing market conditions.

We regularly review goals, strategy and portfolio performance with our clients.