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Patrick Barrette, CFP, CIM, FMA

Investment Advisor & Financial Planner

Tel: 250-277-1076
Fax: 250-614-4256
Toll Free: 888-880-3380

Patrick Barrette, CFP, CIM, FMA
Darren Masse, CFP
Janet Masse

Address
1445 West Central Street
Prince George, BC
V2M 5S5
Map

Contact Me

Your Wealth Advisory Team



BMO Private Wealth
BMO Private Banking


Director, Wealth Planning                               Magnus Aaserud
Director, Wealth Planning                               Sara Johnson
Director, Wealth &Tax Planning                       Holly Castle
 
BMO Private Banking                                     Tom Klick, VP & Sr. Private Banker
BMO Trust Services                                         Rita Cattani, Sr. Trust Officer
BMO Estate Insurance Advisory                       Doug Turner, VP Estate & Insurance Advisor

Wealth Planning Consultants will partner with Nesbitt Burns advisors to work with clients who require a higher level of expertise due to their level of wealth and the complexities involved.

Wealth & Tax Planning Consultants are subject matter experts in taxation and will also manage the end-to-end wealth planning process for high net-worth clients and complex cases. Areas of focus include tax and estate planning issues related to individuals, privately held corporations, trusts and estates.