My goal as your Investment Advisor is to provide straightforward advice and solutions to your financial needs.
is a dynamic process. In today's financial markets, nothing is static
and there is no reason to expect the pace of change to slow down.
Similarly, your investment needs will change over your lifetime. In
order to attain your financial goals, you need to know where you are
today, where you want to go, how you are going to get there and what you
are prepared to do. My process starts with a review of your current
financial position and an analysis of your investment, retirement and
estate planning issues. When this review is complete, I am in a
position to prioritize your objectives and discuss risk tolerance. Only
when these preliminary steps are complete, can I make recommendations
and take action. Your plan should be reviewed regularly in order to
ensure that it remains appropriate to your needs as they change over
time. I have found that regular and open dialogue with my clients is
beneficial in this regard.
joined BMO Nesbitt Burns in November 2001. His 15 years of investment
management experience, together with previous experience as a Financial
Analyst and a Management Consultant gives Paul the well-rounded base of
knowledge required to perform his services as an Investment Advisor.
is a graduate of the University of Western Ontario and the University
of Windsor. He is a CFA® charterholder and holds the title Canadian
Investment Manager. He also holds the title Fellow of the Canadian
Paul and his wife live in Carlisle. Paul
is an accomplished musician, races his shifter kart at Mosport
International Raceway and has been awarded the rank of 2nd Kyu (Blue
Belt) in accordance with the requirements set forth by the United
has been with BMO Nesbitt Burns for 15 years and has worked with Paul
for the last 9 years. As an Associate Investment Advisor, Sonia is
responsible for the administrative needs of the clients which includes
executing security transactions, providing updates and booking client
meetings. Sonia is licensed to execute Options and Derivatives in
addition to regular trading.
has 22 years of financial services industry experience and joined BMO
Nesbitt Burns Financial Services in 1997. As a specialist in insurance
and estate planning, Jeffrey focuses on providing clients with insurance
solutions to help reduce tax for their current and future needs.
Chartered Financial Analyst (CFA®) Program is a globally recognized
standard for measuring the competence and integrity of financial
analysts. Three levels of examination measure a candidate's ability to
apply the fundamental knowledge of investment principles at a
professional level. The CFA exam is administered annually in more than
70 nations worldwide.
CFA is trademark owned by the Association for Investment Management and Research.
individual integrity and unrivalled professionalism, the designation
Fellow of the Canadian Securities Institute (FCSI)® is reserved for
financial services professionals who have met the most exacting
standards for industry experience, advanced education and solid
endorsement from their peers and superiors.
The FCSI designation
is awarded to industry professionals whose superior training and
experience exemplify excellence. It is recognized as the highest honor
in the financial services industry.
®Registered Trademark of Canadian Securities Institute.
products and advice are offered through BMO Nesbitt Burns Financial
Services Inc. by licensed life insurance agents, and, in Quebec, by
financial security advisors.