Skip Navigation

Joëlle Mulombo

Bilingual Investment Advisor

Tel: 416-359-5970
Toll Free: 1800-227-9842

Joëlle Mulombo

Address
1 First Canadian Place
40th Floor
Toronto, ON
M5X 1H3
Map

Contact Us

My Approach


 

To me, a skilled investment advisor who coaches to THINK WEALTH MANAGEMENT is one who:

  • Listens attentively 
  • Conducts in depth conversations to disover 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 approachiate both the development of a Wealth Plan and BMO's most comprehensive investment solution, the Architect Program 
  • Helps you develop a customised and dynamic wealth plan 
  • Connects you to a team of experts in Lending, Estate Planning and Insurance to hepl you with further manage your wealt