What Out Clients Say About Us
'Melanie has been managing my investments for over 10 years through up and down markets and has consistently provided me with balanced advice that helped me preserve and grow my portfolio. Melanie always has my best interests in mind; I know I can always rely on her integrity, drive, and knowledge to steer me in the right direction.'
CEO - GPS Technology Firm.
"Having worked with a variety of financial professionals, I have a comparative perspective that helps me define Melanie’s unique value. Melanie has a unique understanding of markets; she has an intuition and feeling for the markets that transcends any technical analysis. Her intuition, when combined with her passion for relationships and client service, makes Melanie an opportunity as opposed to just a service provider. I trust Melanie’s advice, enjoy working with her, and I benefit from the unique relationship she has provided as my advisor.'
Client since 1999, Business Executive, BBM, CA
'Melanie has been my Investment Advisor for many years now, and I have been very happy with her services. She is not only conscientious, trustworthy, and astute, she also takes a personal interest in, and is committed to, optimizing my investments. She listens to my concerns and gives me sound financial advice. Melanie is kind-hearted and caring, and I wholeheartedly recommend her to all my clients and friends.'
Client since 2002, Psychotherapist
'As a client for over 10 years, Melanie’s professional approach to money management and thoughtful consideration of my individual needs has helped me to reach my financial goals. She has built a trusting relationship with her professional team, and I greatly appreciate the team approach that she has used in referring me to a mortgage specialist and tax planning specialist. Melanie’s practical approach and expertise have helped me to understand more objectively the markets and my financial investment choices. I feel that with the team at BMO Nesbitt Burns, I have access to the people, research and products I need to enjoy financial wealth now and in my future.'
Client since 2003, RN BScN, Healthcare Professional