Working with me
What sets me apart from other advisors?
As Your Investment Advisor, my pursuit of excellence would always be working in your favour. I strive to provide a consistently high level of service to you through a structured communication strategy, giving you access to both a customised wealth plan and BMO’s comprehensive investment management solution, the Architect Program.
Why should you do business with me?
The success of the Architect Program wealth management strategy is predicated on a close working relationship with you. This is why I am committed to maintaining the lines of communication open throughout the year with you following a 6, 2, 1 you should expect at least 6 interactions a year which include 1 performance reporting call and at least 1 annual review. I will also work with you to develop a customised and dynamic wealth plan that will help paint a picture of your current financial life while allowing for updates along the way.
Finally as someone who was raised in France by Congolese parents, I studied and worked in the UK then immigrated to Canada 10 years ago; I have been exposed to and influenced by different cultures, philosophies of life and foods. This multicultural upbringing has enabled me to successfully build and maintain working relationships with clients from diverse ethnic and professional backgrounds.
You should do business with me because as a talented coach in wealth management I strive for excellence in everything I do. Moreover as a responsible Investment Advisor I consider transparency, honesty, trust and respect as fundamental values.
As the oldest of the top 5 banks in Canada the Bank of Montreal is an example of success and longevity. As such, BMO Nesbitt Burns Inc is a highly reputable full-service Brokerage with over 100 years of experience in wealth management and more than 50 offices coast-to-coast.