Toll Free: 1800-363-7589
1850, rue Panama
investment philosophy is conservative, based on capital preservation
and moderate growth. Depending on the specific needs and objectives of
each client, I determine which asset mix I need to incorporate. My
expertise in fixed income instruments, combined with comprehensive
knowledge of stock markets, mutual funds and structured products, helps
me maximize the long-term growth of my clients' portfolios while
Learn more about Melina's experience.
Learn more about BMO Nesbitt Burns.
saving for retirement is your primary focus, a solid investment plan
can make the difference between a comfortable retirement and one that is
inadequately financed. Drawing on BMO Nesbitt Burn's extensive in-house
resources, I help my clients establish a retirement plan that is right
for them. I develop investment strategies in consultation with my
clients to meet their specific investment and retirement objectives
while taking into account their risk tolerance. Each client's portfolio
is constructed with strategically selected financial instruments in
order to achieve the best possible growth.
I am committed to building a solid, lasting relationship with my clients. Keeping clients informed is top priority. This means:
- Providing access to a wealth of educational materials.
- Promptly return phone calls and follow-up on administrative issues.
- Monitoring accounts on an ongoing basis to take advantage of opportunities as they arise, and changing market conditions.
- Regularly review goals, strategy and portfolio performance with clients.
have been in the financial service industry for the past 19 years. I
joined BMO Nesbitt Burns in 1995 after having worked with a major
Canadian bank as an investment specialist. My expertise lies on years of
experience in bonds, equities and mutual fund investments, as well as
my studies in finance at Concordia University. I distinguish myself most
notably with the quality of my retirement investment analysis and a
good understanding of a client's needs. I am a certified FMA (Financial Management Advisor) and am currently studying to earn my FCSI (Fellow of the Canadian Securities Institute) certification.
BMO NESBITT BURNS
As one of North America's leading full service investment firms, BMO Nesbitt Burns,
and its predecessor firms, have been committed to the highest standards
in helping clients meet their investment objectives since 1912. BMO
Nesbitt Burns Investment Advisors draw on the firm's top-ranked1 investment research and broad range of products and services designed
to meet the specific investment objectives of individual clients.
Through the combined resources of BMO Nesbitt Burns and BMO Financial
Group, our Investment Advisors can help to address all your financial
needs, including estate planning2, insurance3 and private banking.