John Cleary

Investment Advisor

Tel: 613-938-8022
Fax: 613-938-5645

Address

BMO Nesbitt Burns
55 Water Street West
Suite 100
Cornwall, ON
K6J 1A1
Map

Contact Us

My Approach to Serving You

 

 





Our approach is different. Because our clients are different.

What is most important to you? I will will tailor a solution specifically for you, to maximize opportunities and mitigate potential challenges down the road. I apply disciplined, trustworthy, holistic, transparent and independent guidance, maintaining open and regular collaborative lines of communication, listening to you, and keeping you informed.
 
My specialized team of experts and I are here to understand your life priorities and deliver on our commitment to:
  • Assess your financial goals (short and long term) and level of risk tolerance
  • Develop a detailed and effective forward-looking plan based on your current financial picture
  • Put your customized investment plan into action
  • Monitor its progress over both the short and long term, with a responsibility to keep you informed based on your needs
  • Meet at your desired frequency to review your portfolio, re-evaluate and re-balance where necessary to achieve meaningful performance