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Jeff Field

Investment Advisor

Tel: 416-296-7189
Fax: 416-515-1586
Toll Free: 800-924-0558

Jeff Field
Sharon Caunan

BMO Nesbitt Burns
2 St. Clair Ave. West
19th Floor
Toronto, ON
M4V 1L5

Contact Me

Retirement and Estate Planning

Building relationships based on trust is the cornerstone of my philosophy. I have built a reputation on the quality of the investment services I offer. An in-depth knowledge of my clients' requirements enables me to propose a portfolio tailored to their investment goals, both over the short and long-term. In addition, maintaining active communications with my clients is critical to my business and enables me to recommend appropriate investment alternatives.

Based on the investment profile and the risk tolerance levels of each of my clients as well as their individual tax bracket allows me to recommend the appropriate allocation of fixed income, equity and mutual fund investments. The portfolio I propose to my clients is therefore well-balanced and diversified while complying with the client's specific investment goals.

My team includes my Sales Assistant, Sharon Caunan-Huynh, and our partner from BMO Estate Insurance Advisory Services, Tim Simpson. 

Managed Programs

Are you looking for a better way to manage the complexity and overwhelming choice that now comes with investing? Whether it's peace of mind or precious time that you're seeking, the Managed Asset programs at BMO Nesbitt Burns could be the solution

Quadrant Program
Based on the principle of protecting and enhancing wealth, the Quadrant Program provides broad diversification by asset class and investment style to manage risk and provide the potential for superior returns. This diversification is achieved by investing in a wide range of asset classes that reflect the client's particular risk profile. Once the appropriate asset mix is established, a portfolio is constructed that consists of a range of specialized mutual funds - each of which combine the talents of some of the leading investment managers in the world. By using this multi-manager approach, investors gain the advantages of an aggregate portfolio.
For more information, please visit Quadrant Program

BluePrint Program
The BluePrint Program provides efficient and cost effective access to BMO Nesbitt Burns' top rated investment research**. Through the BluePrint Program you can access six portfolios that are fully managed. Rather than creating your own portfolio, you simply select from the six that are already established and are managed to meet specific investment objectives.
For more information, please visit Blueprint Program

The Quadrant and BluePrint Programs are also available for RRSP and other registered accounts. For more information please call me at 416-284-2578 or 1-800-924-0558 or email me at

Insurance services and products are offered through BMO Estate Insurance Advisory Services Inc., a wholly-owned subsidiary of BMO Nesbitt Burns Inc.

** Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2004 Report