Bilingual Investment Advisor
BMO Nesbitt Burns
1 First Canadian Place
My Unique Value Proposition
My Unique Value Proposition: coach you in wealth management
|Who am I?
Who do I do?
- I am a result-oriented Bilingual Investment Advisor driven by a genuine passion to coach you to THINK WEALTH MANAGEMENT.
Why do I do it?
- Help you grow, preserve and transition your wealth efficiently to the next generation.
How do I do it?
- I am a people person with an entrepreneurial mind. As a coach in wealth management, my role enables me to build strong relationships with you while helping you achieve your financial goals.
To me, a skilled investment advisor who coaches you in wealth management is one who:
Who do I do it for?
- Listens attentively
- Conducts in depth conversations to discover what is important to you, your family and your business
- Understands your investment objectives, risk tolerance and wealth management goals
- Gains a complete picture of your personal and financial situations
- Promotes a consistent approach to managing your wealth by recommending when appropriate both the development of a Wealth Plan and BMO's most comprehensive investment solution, the Architect program
- Helps you develop a customized and dynamic wealth plan
- Connects you to a team of experts in Lending, Estate Planning and Insurance to help you further manage your wealth
Areas of expertise
What sets me apart from other advisors?
- Business Owners
- High to Ultra-High Net Worth individuals
As a Bilingual Investment Advisor, I provide a consistently high level of service to you through adopting a structured communication strategy that fits your unique circumstances and developing a wealth plan. I committed to work closely with you and our internal experts to develop a customized and dynamic wealth plan that will help paint a picture of your current financial life while allowing for updates along the way.
I was raised in France by Congolese parents, I studied and worked in the UK, then immigrated to Canada 12 years ago. I have been exposed to and influenced by different economic systems, cultures, philosophies of life and foods. My multicultural background enables me to interpret economic events from a global view point and nurture strong working relationships with clients from diverse ethnic and professional backgrounds.
Why should you do business with me?
- As your investment advisor, getting to know you and establishing a lasting relationship based on the highest standards of service excellence, trust, transparency and honesty is a priority.
To schedule a private consultation, click here.
To learn more about my services, click here.