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Contact Us

Mark Purcell
Dave Yanick
Grant Powers
Chrissy Billy
Sean Haslett
Karen Young

Tel: 250-339-1703

Address
BMO Nesbitt Burns
1771 Comox Ave Suite 204
Comox, BC

BMO Nesbitt Burns
585 England Avenue
Courtenay, BC
V9N 2N2

BMO Nesbitt Burns
996 Shoppers Row
Campbell River, BC
V9W 2C5

BMO Nesbitt Burns
4729 Marine Avenue
Powell River, BC
V8A 2L2

Our Approach

 

Our approach is different. Because our clients are different.

What is most important to you? Your Investment Advisor will tailor a solution specifically for you, to maximize opportunities and mitigate potential challenges down the road. We apply disciplined, holistic, transparent and independent guidance, maintaining open and regular collaborative lines of communication, listening to you, and keeping you informed.
 
Your investment advisor and their specialized team of experts are here to understand your life priorities and deliver on our commitment to:
 
  Assess your financial goals and level of risk tolerance

 Develop a strategic and effective in-depth plan based on your current financial picture

 Put your customized investment plan into action

  Monitoring its progress over both the short and long term, with a responsibility to keep you informed 

   Meet at your desired frequency to review your portfolio, re-evaluate and re-balance where necessary