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Communications without candour have no place in financial advice

Clients’ money is very important, to them and to us. Clients will always have questions and we believe they should always be able to get prompt, professional answers.
 
 
We rely on the following tools to ensure that our clients are well-informed about their financial circumstances and their portfolios:
 
  Face-to-face meetings:
These are an essential and an enjoyable part of our communication strategy. There is nothing as effective as sitting down with a client to carefully and thoughtfully discuss their pertinent issues.

  Regular phone reviews: 
The periodic review enables us to talk to our clients and allows our clients to ask us their questions. Clients let us know what is on their mind, and what their important issues may be.

 Gateway:
Clients are able to look at their portfolios and the research published by BMO Nesbitt Burns over the Internet using a program called "Gateway.” Our discretionary clients are also able to keep up to date on transactions done in their portfolios.

  Regular email newsletter: 
These newsletters discuss issues such as future outlooks, past performance, tax issues and estate planning topics.

  Phone: 
All of us are well-trained to answer most client queries and we make a point of trying to answer every call that comes in during working hours. Client calls seldom go to voice mail.