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Joe Quinn
Geoffrey Cardy
Meredith Roberts
Jelena Milivojevic

Address
1 First Canadian Place
38th floor, P.O. Box 150
Toronto, ON
M5X 1H3
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Solutions and Strategies We Provide

At Quinn + Cardy Wealth Management, the breadth of our resources and expertise can guide you through:
 

  Investment Management
 
Building and managing an investment portfolio requires careful planning, ongoing attention and sound financial expertise – combined with an intimate understanding of your goals, risk tolerance and time horizon.

Combining top investment expertise, research and products, we can help you grow and manage your investment portfolio according to your unique goals and needs.



   Discretionary Portfolio Management
 
For some investors, maintaining a traditional investment account simply doesn’t suit their needs or lifestyle. These individuals prefer to enter into a relationship with a personal Portfolio Manager to take them to the next level of investing. The BMO Nesbitt Burns Managed Portfolio Account® offers you a direct relationship with an accredited Portfolio Manager and gives you the peace of mind that comes from having a direct connection to the person making the investment decisions in your portfolio. Yet, by delegating the day-to-day decision-making, you have more time to pursue your other goals and interests.

Discretionary portfolio management means giving a professional Portfolio Manager the authority to make investment decisions on your behalf. Your investment strategy will be designed and managed according to your clearly-documented needs and goals.


Your portfolio is customized for you

Your Portfolio Manager will carefully assess your needs, design an investment strategy based on time-tested investment methodologies and world-class investment research, and create a portfolio designed to promote your best interests every step of the way.


Benefit from professional discretion

If you have substantial assets to invest, the BMO Nesbitt Burns Managed Portfolio Account offers unique rewards. You can feel confident that your financial interests are being expertly managed by a professional Portfolio Manager backed by the knowledge and resources of BMO Financial Group, while preserving more of your time for other interests.


   Estate Planning
 

An estate plan is a key component of your overall wealth management strategy. We can help identify planning opportunities and issues, as well as introduce experts to advise you on strategies that suit your circumstances and oversee the successful implementation of your personal estate plan. With planning, you can maximize the value of your estate, minimize taxes and have control over how your estate is distributed.
 
Assessment of Insurance Needs
 

Asset preservation is an integral component of a comprehensive wealth plan. In partnership with our Estate and Insurance Advisors, we can recommend insurance solutions that will complement your overall wealth strategy and provide a greater sense of assurance.
 
Selling/Buying a Business
 
Succession planning is a process, not an event. Proper planning can ensure the ongoing stewardship of the business you have worked so hard to build. We can assist you with planning for retirement and the transition of management and ownership of your business, whether to a family member, employee or a third party.


 

Bringing Value to Our Clients, click here