Pascal Tobin

Address

BMO Nesbitt Burns
1501, avenue McGill College
32e étage
Montréal, QC
H3A 3M8
Map

BMO Nesbitt Burns
1 rue Holiday, Tour Ouest
Bureau 110
Pointe Claire, QC
H9R 5N3

Contact Me

Philosophy

Philosophy

 
In my opinion, financial planning is essential.  It is absolutely necessary to listen to the client, understand their needs and to ensure a constant follow-up in order to make personalised recommendations.

Once an investment strategy is put in place, regular follow-ups, changes at the most opportune times in the market and a constant communication with the client are the basis for a long standing client relationship.

I provide custom investment strategies to families and organizations with over $250,000 in investable assets.


My asset mix includes: 
  • Equities;

  • Fixed income vehicules;

  • Mutual funds; and

  • Exchange Traded Funds (ETF).

 

Building financial plan for: 
  • Retirement;

  • Education planning;

  • Major purchase needs; and

  • Any other financial objectives.

I use sophisticated tools to build financial plans and use a comprehensive method to analyze current investment holdings and tool for ways to optimize current situations. This can mainly be done through risk/return enhancement, investment diversification fee reductions and tax deferral.