BMO Nesbitt Burns
979 Bank Street, 6th Floor
BMO Nesbitt Burns
110 Place d'Orléans Dr,
David Mongeon, CFP®, FMA, FCSI
As an Investment Advisor at BMO Nesbitt Burns, David strives to establish a standard of service excellence, transparency and integrity to meet the complex needs of Canadians today. He has been providing financial solutions and services to individuals, families and business owners since 1996. Prior to joining BMO Nesbitt Burns, he was a Financial Advisor with TD Canada Trust followed by Senior Financial Planner and Certified Retirement Specialist with TD Wealth Financial Planning in the Ottawa area
David has completed the requirements for the Certified Financial Planner™ designation granted by the Financial Planning Standards Council. CFP® professionals, must adhere to the eight-point FPSC® Code of Ethics that emphasizes accountability to the public, clients and colleagues and maintains that he puts his clients’ interests first, act with integrity, be objective, maintain competence, be fair and open, maintain confidentiality, act diligently and act professionally.
He is a Financial Management Advisor (FMA). FMA designation holders are recognized as professionals who can provide the advanced service and advice to meet the needs of affluent Canadians.
David is also a Fellow of CSI. The FCSI is the highest honour and most senior credential in Canadian financial services conferred by the Canadian Securities Institute. It is reserved solely for an elite group of experienced financial services professionals that meet the highest standards for advanced education, ethical conduct, industry experience and peer endorsement.
David looks forward to help you achieve your personal financial goals encompassing all aspects of wealth management, optimal investment strategies, comprehensive retirement planning, efficient tax planning, philanthropic giving, insurance and estate planning strategies.
Mathieu Laframboise, CFP®, FMA, FCSI
Since 2003, Mathieu has been building strong client relationships and helping clients achieve their personal financial goals. His commitment to continuous education and industry qualifications have earned him the Certified Financial Planner (CFP®) designation conferred by the Financial Planning Standards Council and the Financial Management Advisor (FMA), Certified Retirement Specialist (CRS) and Fellow of the Canadian Securities Institute (FCSI®) designations conferred by the Canadian Securities Institute.
He looks forward to exploring investment strategies and solutions with you as you work together towards your unique financial goals.
Shane Correy, CFP®
As a Certified Financial Planner (CFP®), the most widely recognized financial planning designation worldwide, Shane provides clients with diversified, comprehensive and personalized investment portfolios and wealth plans. Applying a wide array of solutions that include direct equity, fixed income securities, exchange traded funds (ETFs) and structured notes, he has developed a proven model designed to maximize gains while reducing downside risk and tax liability.
Shane’s innovative approach to wealth management leverages best-in-class research, more than a decade of experience in advising high-net-worth individuals, corporations and institutional investors and an industry revered platform to deliver a truly exceptional client experience. His personalized, forward-thinking planning projections, timely touchpoints and sound investment advice help him to ensure each client relationship is truly unique and tailored for their specific needs. Shane strives to ensure that his clients ultimately have peace of mind knowing that they will achieve their long-term financial objectives through diarized reviews to capture and address changes to plans along the way and proactive recommendations as he sees fit in the interim to keep you on track.
Shane is an ally and actively involved in his local community and that of Vancouver’s West End where he has practiced professionally for nearly a decade. He maintains hometown ties and support of the Carleton University Men’s Hockey program (Ottawa, ON) as hockey alum and trustee of the Paul Correy Memorial Scholarship Fund in memory of his late father’s love of the game and lifetime contribution to the program.