'Paul and his team have been my family's investment professionals for over a decade now and I can honestly say that they have all played a big part in our financial success to date. We consistently year over year have achieved the goals we have set out together even through unprecedented times and market volatility. They also took the time to introduce us to other services BMO has to offer us within Private Wealth which I have benefited from (ie., Private Banking services). Over and above this, we have developed personal relationships with one another and wouldn't want to work with any other team. Thank you, Paul, Ben, Priscilla & Team.
—Laura E., June 2024
Paul has been our advisor for over 25 years. Unlike many advisors these days, Paul is a stock picker with the skill and experience to construct balanced, well diversified portfolios with consistent, strong risk-adjusted returns. Paul's process has been consistently good through periods of market volatility. Preservation of capital has always been a priority with us and Paul has delivered consistently in that regard.'
—Frank C., June 2024
We have been under the financial advice of Paul D'Elia for many years now and have come to appreciate the conscientious manner in which he and his team have handled our investments. As we have transitioned into full retirement, he has adjusted our portfolio appropriately and still managed to achieve top returns. He and his team members are as close as your phone and always available to consult or handle questions promptly. We would have no hesitation recommending him to friends and family. Simply stated, dealing with Paul and the team is a pleasure.'
—Bram H., June 2024
'In the 15 plus years that I have been investing with Mr. D'Elia I have had nothing but admiration for him and his team. They have greatly increased the value of my portfolio with sage advice and valuable financial decisions. I have advised many friends and business associates to invest with him and those who did are still with him.'
—Steve W., June 2024
'You and your team at BMO Nesbitt Burns continue to provide outstanding customer service. Your responsible and long term financial advice and investment strategies have consistently outperformed the market averages and all my previous financial planner's results. It has been a pleasure working with you and I truly value and appreciate our friendship.'
—Sergio S., May 2024
'Paul, you and your team have provided myself and my husband with solid financial advice, outstanding knowledgeable and courteous service, and have made us feel welcome a part of your client family over the last decade or so. Your names have become known to my now adult children as the people to call if they need anything with respect to their investments. Your own emails and your personal contact has been truly valued and appreciated. Continued success to you and to your team members. Keep up the good work!'
—Elaine G., Aug 2023
'I enjoy Paul's overall investing approach of what to buy, when to sell, and the reasons why to buy or sell. I enjoy that I have more time to myself because now I do not have to spend time managing my portfolio.'
—Thomas G., May 2024
'Paul accomplished my original goals and performance objectives as indicated by financial planning report given at the start of our relationship.'
—Juris K., May 2024