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 Beliefs

I am Guided by My Beliefs

I believe… in providing integrated, seamless wealth management solutions through a structured process. The process allows me to work with you through sensitive or challenging aspects of wealth management, helping you to make logical choices rather than emotional ones.

I believe… that knowledge is empowering. I believe that education is critical to making informed decisions.

I believe… that long-term relationships are built on mutual success created through relationships built on trust.

I believe… that achieving peace of mind will be the result of working through a structured process, gaining knowledge and mutual trust.

I believe… that experienced, knowledgeable, and principled advisors best serve the investment community.



Who Have I Done This For?

My clients are individuals, corporations, and non-profit organizations that understand the value of consulting with a professional and are willing to engage in a long-term partnership. The result is a greater sense of peace of mind and confidence; knowing that all aspects of their financial affairs have been looked after; consequently freeing up more time to focus on life’s other priorities.