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Julie Delaney
Karen Morrissette

Address
Tour McGill College
1501, av. McGill College
Bureau 3200, 30e étage
Montréal, QC
H3A 3M8
Map

Languages Spoken:
English, French and Italian


Profile:
My Investment career began in 1988 and I have been with BMO Nesbitt Burns since 1993. I provide my clients with the following services:

 
  • Structured Portfolios
  • Tax effective cash flow management
  • Retirement Planning
  • Estate Planning
  • Education Funding
  • Tax Free Savings Account
  • Prompt Communication
  • Effective Execution

    Mission:

    My mission: CRS
    Comfort...Reassurance...Security... in pursuit of their current & long term wealth goals.

    Listening to my clients and understanding their concerns are what I do best. Having gone through challenging life experiences, loss of my father at a young age, having to manage my mother's finances, and being a single parent, I am able to understand how complicated and overwhelming things can be.

    I am committed to developing Financial and Estate Solutions that are specifically tailored to suit each client’s individual needs. My objective is to preserve, grow and transfer their estates with ease and peace of mind. In addition, I wish to educate women to assume responsibility in managing their own wealth. I work closely with my professional business partners to serve them best. My clients are business owners, professionals and retirees.

    Process:
    Once your information is gathered, I will do my best to illustrate clearly to you so that you can understand the correlation between: Return, Risk and Volatility. Thereafter, solutions will be presented and a plan will be selected which best suits you. Reviews are done on a regular basis and changes are made when needed.