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Patrick Cooke
Jeff Katzin
Sandra Kozlovic
Kassandra MacIntyre
Michael Peterkin

Address
BMO Nesbitt Burns
1 First Canadian Place
40th Floor , P.O. Box 150
Toronto, ON
M5X 1H3
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Wealth management is more than just investing.

Wealth management is not only sound investing with an asset allocation determined explicity for you. It also includes a specific retirement plan, intelligent tax structuring and protection of your capital through appropriate risk management and insurance* strategies. Our team prides itself on being able to walk clients through these difficult concepts step-by-step. Your understanding of your financial plan is integral to its success.

As our clients' wealth increases, so does the complexity of their lives. It is important that all of the pieces of the financial puzzle fit together and that you have a solid plan covering all financial aspects.


 
Our investment philosophy is based on the following central tenets:
  • The right mix of investments creates a properly diverisified portfolio
  • Conservative investing reduces risk. A good advisor knows how much risk you can handle and manages your portfolio accordingly
  • We do not work with clients who speculate, chase fads or get caught up in bubbles
  • Your portfolio is managed the same way that the largest pool of capital in the world is managed
  • We aim to integrate all aspects of your financial plan