Joe Montuoro

Senior Investment Advisor, Senior Wealth Advisor

Tel: 613-567-6247
Fax: 613-237-7801
Toll Free: 1800-267-1276

Address

BMO Nesbitt Burns
269 Laurier Ave. West
Suite 201
Ottawa, ON
K1P 5J9
Map

Contact Me

My Process

Rideau Canal
My Process Is A Two Way Partnership

My process starts by uncovering what is important to you and your family. I will work with you to identify those priorities. This allows me to ask the right questions to help you define your visions and subsequent goals for the future.

I take you through a profiling process to ultimately prepare a comprehensive financial plan and identify any potential issues. This will allow me to introduce and articulate concepts and alternative strategies. While education is an ongoing component of the entire process, it is particularly relevant at this stage. There is no doubt that an informed client is the most prepared to deal with the issues and ideas that I present; allowing them to make more educated choices.

Once you have a full understanding and comfort level with tailored strategies that address your unique situation, you will be empowered to make the best decision to meet your needs. I facilitate this by teaming up with professionals such as lawyers and accountants either through your established personal network or my developed network of specialized professionals. As your personal Investment Advisor, I tie all the pieces of the puzzle together for you in a comprehensive wealth management plan.

Since no plan is etched in stone, I am constantly monitoring and addressing the plan as your life changes.