BMO Nesbitt Burns
3225, boul. Saint-Martin Ouest
I have confidence in the Financial Planning approach. I believe in listening to a client’s story, needs and objectives and following up with tailored recommendations. Once the investment strategy is executed, regular follow-ups, timely modifications along with consistent communication become the foundations of a long relationship.
I provide custom investment strategies to families and organizations with over $400,000 in investable assets. My asset mix is comprised of equities, fixed income vehicles, mutual funds and ETFs.
I use sophisticated tools to build financial plans for Retirement, Education Planning, Major purchase needs, and all general financial objectives.
I use a comprehensive method to analyze current investment holdings and look for ways to optimize current situations. This can mainly be done through risk/return enhancement, investment diversification, fee reductions and tax deferral.