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Joe Quinn
Geoffrey Cardy
Meredith Roberts
Jelena Milivojevic

BMO Nesbitt Burns
1 First Canadian Place
38th floor, P.O. Box 150
Toronto, ON
M5X 1H3

Deloitte: Certified DWealth Advisor

Deloitte: Certified DWealth Advisor

  • Deloitte has identified the need to provide its partners with additional resources to optimize financial planning and financial wellness, within a safe regulated environment.
  • The DWealth program identifies dedicated external resources to offer a broad range of financial services for Deloitte Partners to support their lifecycle wealth goals and financial wellness.
  • Deloitte will work closely with BMO and YQC Wealth Management to address partner needs in today’s dynamic investment environment.