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.
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.
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.
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.
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.
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
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.