Melina Frenna, FMA

Senior Investment Advisor

Melina has been in the financial service industry since 1991. After completing her studies in Finance at Concordia University she joined a major Bank as an investment specialist. That led her to BMO Nesbitt Burns in 1995 where she gained expertise in bonds, mutual funds and equity investments. She is dedicated and focused on delivering exceptional customer service. Establishing a solid client relationship is of the utmost importance to her. She distinguishes herself most notably with the quality of her retirement investment analysis and a good understanding of her client’s retirement needs and holistic financial planning.

Welcome

MY PHILOSOPHY

My 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 minimizing risk.


YOUR OBJECTIVES

If 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.

MY COMMITMENT

I am committed to building a solid, lasting relationship with my clients. Keeping clients informed is top priority. This means:

Promptly return phone calls and follow-up on administrative issues

  • Providing access to a wealth of educational materials.
  • 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.

 

EXPERIENCE

I have been in the financial service industry for the past 32 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).

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-ranked 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 planning, insurance and private banking.