Jeff Burt

Senior Investment Advisor & Senior Wealth Advisor

Tel: 709-724-7323
Tel: 709-637-6590
Fax: 709-738-0325
Toll Free: 1-800-776-0077

Address

BMO Nesbitt Burns
331 Water Street
3rd Floor
St. John's, NL
A1C 1B9
Map

Contact Me

Our Commitment

Our team is committed to:

  • Building solid client relationships.
  • Two-way communication in terms keeping clients informed, promptly returning phone calls, and quickly following up on administrative issues.
  • Providing access to a wealth of financial information and educational materials.
  • Continuous monitoring accounts in order to take advantage of opportunities as they arise, adapt to changing market conditions, and adapt to changing client situations.
  • Reviewing goals, strategy and portfolio performance.

What can you expect?

  • Personalized solutions based on client goals, objectives and risk tolerance.
  • Managed money programs utilizing proven money managers in the industry to achieve excellent results.
  • Face-to-face reviews of goals and performance.
  • Estate planning services.
  • Insurance snalysis from a risk and taxation perspective.
  • BMO Private Wealth and BMO Banking Services
  • Accessibility and prompt client follow-up to calls and inquiries.