In all circumstances, I am committed to:
Act rofessionally and ethically at all times
Act in your interest before mine
Act with independence and objectivity
Act with knowledge, skill and diligence
Communicate with punctuality and accuracy
Respect the rules that govern capital markets
Take the time to get to know you.
Make a complete analysis of your current situation.
Identify your needs and concerns.
Propose an action plan adapted to your specific needs.
Build a personalized retirement plan that meets your future goals.
Guide you in planning and settling your estate with the Trust of the Bank of Montreal.
Regularly monitor the progress of your situation, to ensure that the strategies used are always in line with your needs.