Bilingual Investment Advisor
BMO Nesbitt Burns
1 First Canadian Place
Building upon existing wealth allows you to achieve more in life and make a long-term, positive difference in the lives of others. I understand the importance of growing your wealth, and I am here to support you in this objective.
HOW I HELP
Working closely with you and my team of BMO experts, I am committed to growing your wealth on your terms.
|I ensure you keep on track to meeting your goals
Your goals will evolve over time.
|I can help you invest for growth
With access to some of the top research and analysis available,
I will help you find investment opportunities that position your portfolio for success.
|I can simplify your business and personal finances.
If you're a business owner, I will work with you to understand both your personal and business finances and provide solutions that work for both areas of your life.
In collaboration with my BMO team of experts, I offer a range of solutions and services to help you grow your wealth to meet all of your unique goals, while aligning to your investing and risk profile, and lifestyle priorities such as the following:
Combining top investment expertise, research and products, I can help you grow and manage your investment portfolio according to your unique goals and needs.
I can help you create a plan for your wealth that works hard to help you achieve your goals at every stage of your life.
US & CAN PRIVATE BANKING BUSINESS BANKING
From private to business banking services, from mortgage on your property to a business loan, I will connect you with some of our many banking experts across BMO Financial Group.
To schedule a private consultation, click here.
To learn more about how to preserve your wealth, click here.