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Contact Us

Marc O. Poirier
Julie C. Harris, PFP
Carrie Forrester

Address
1 Central Avenue
Wolfville, NS
B4P 2A7
Map

Our Process

 
We take a consultative approach to working with each individual client. Utilizing a 5 step process, we ensure that your investment plan reflects your needs.

Our 5 Step process includes:

1. Understanding Clients' Needs
  • Providing for future generations

  • Dealing with inheritance

  • Understanding Estate related needs

  • Living a comfortable retirement
2. Planning for Clients' Needs
  • A review of the client's current financial position

  • An understanding of issues that are most important to the client

  • The setting of priorities and identifying action items

  • Involvement of other professionals, if required
3. Choosing Appropriate Solutions
  • BMO Nesbitt Burns offers one of the most comprehensive selections of investment products and solutions in Canada, backed by the Country's top investment research.*

  • Our wealth management services
4. Reviewing and Communicating with Clients
  • Electronic access through Gateway to detailed statements of your portfolio

  • Telephone contact with our team all day during business hours, face-to-face reviews, annually, semi-annually or quarterly

  • Using BMO Nesbitt Burns proprietary reporting system, we will facilitate performance reporting on an ongoing basis using a client-friendly format
5. Evolving and Adjusting Each Client's Plan
  • Adjusting our clients' financial plans as they go through all stages of life

  • We will work closely with clients to ensure that their investments and finances meet their current needs for income, growth and diversification

  • Our team will continuously monitor our clients' portfolios, and make adjustments as per our clients' risk tolerance and inaccordance with market forces
* Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2008 Report.