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Commentary

I take pride in the level of service I provide for my clients, and I am committed to building long-lasting relationships, centered around trust. This means providing access to a wealth of educational materials, promptly returning phone calls, and quickly following up on administrative issues. This also involves monitoring accounts on an ongoing basis to take advantage of changing market conditions and opportunities as they arise. When needed, my clients and I meet face-to-face in order to review goals, strategy, and performance.

Traditional Products

Drawing on the expertise of BMO Nesbitt Burns top-ranked Research Department, I recommend well-diversified portfolios tailor-made to meet each client’s needs. I am licensed to sell the full range of investment products, including individual equities, bonds, mutual funds, hedge funds, managed futures, new issues, income trusts, insurance, and tax vehicles.

Fee-Based Products

Should it better suit my client’s needs, I also offer a fee-based approach to investing using proprietary managed products. These products give my individual clients access to top money managers around the world, otherwise only available to institutional investors. Please click on the link to learn more about the Advance, BluePrint, and Quadrant programs.

For clients who meet specific account size requirements, I also offer a fee-based approach to traditional products through the use of the Meridian program. For a flat fee based on assets under administration, my clients receive my full-service advisory support, as well as the option to execute their own trades over the internet.

Retirement Planning

Working with BMO Nesbitt Burns sophisticated planning software, I provide my clients with a customized, easy to understand road map to achieving their retirement goals. This program enables them to evaluate the impact of inflation and taxes on their retirement income, and assess how much money they will need to save to reach their goals. Most importantly, they get the information necessary today to allow them to chart their future course to financial success.

Estate Planning

Estate Planning can play a crucial role in ensuring that my clients have greater control of their assets during their lifetime. It can also help maximize and preserve assets from unnecessary legal and tax costs, enhance provisions for their family and future generations, and ensure that their assets will be distributed according to their wishes. I, along with an Estate and Insurance Advisor, review all of my clients’ present situations, establish their objectives and concerns, identify potential problems or risks, examine and calculate tax consequences, develop and implement strategies, co-ordinate with their accountants and lawyers and monitor their plan as needed.

BMO Nesbitt Burns

BMO Nesbitt Burns is one of North America’s leading full-service investment firms. It has been committed to helping clients meet their investment objectives and goals since 1912. Today, BMO Nesbitt Burns is focused on meeting the needs of individual investors through a customized approach to wealth management. Our Investment Advisors provide clients with personal advice and services, drawing upon some of the best knowledge and expertise in the industry, including BMO Nesbitt Burns’ top-ranked1 research. As part of BMO Financial Group, BMO Nesbitt Burns also provides clients with access to one of the broadest selections of wealth management solutions and services available today.