BMO Nesbitt Burns
4881 Yonge Street
9th Floor, PO Box 37
|I have been a client of The Litman Group for twenty years, during which a highly trusting relationship developed. Over that period, Paul has guided me through significant financial decisions tied to employment opportunities, sabbaticals, retirement plans for "one day", several life events, and recently, through the purchase of a second home. Paul also helped me navigate through a complex and stressful situation at which time he introduced me to other financial services experts, to assist me with accounting and insurance needs, as well as estate planning. Paul's calm reassurance during that period went a long way to helping me deal with the challenges.
While I do not consider myself a "sophisticated investor", I have always benefitted from Paul's clear explanations and guidance and the results have been highly satisfactory. He knows how to cater to my goals and objectives, and how to manage my expectations. I highly recommend his services and look forward to continuing to work with Paul and his team for years to come. – Director, Professional Service’s August, 2020
|I have been a client of Paul Litman for over 20 years. Recently, during the unprecedented turbulence in
the markets due to Covid-19, Paul has been truly exceptional. The constant communication from Paul
and his staff, the prompt returning of phone calls, the rebalancing of my portfolio to make sure “I buy
low and sell high“ are only a few of the highlights. The Litman Groups’ service and knowledge during this nervous period for me has been worth its weight in Gold! - Medical Professional, May 2020
Paul and BMO Nesbitt Burns take the initiative to offer valuable education to their clients, I have been a client of Paul Litman and his team for the past 20 years, and I couldn’t be any happier with the decision I made to choose Paul to look after all of my financial needs.
Paul is very knowledgeable, accommodating and professional. He provides excellent service and is always willing and eager to spend ample time with me to provide explanations and discuss market trends. He promptly responds to emails and phone calls to address any questions or concerns I may have.
I am very confident with Paul and he has always been a pleasure to deal with. I feel like I am in great hands with Paul and have highly recommend him to family and close friends. - Medical Professional, July 2018
Paul and BMO Nesbitt Burns take the initiative to offer valuable education to their clients, particularly women in business. I attended "One Big Idea" courtesy of BMO Nesbitt Burns recently. It was extremely motivating and packed with helpful information for my personal and professional success. I am so impressed with Paul’s service and these beneficial opportunities that he and BMO have provided for me. I look forward to the Entrepreneurs Imperative next month! - Female Entrepreneur, November 2017
I am very comfortable and feel reassured having Paul as my financial advisor. He understands our situation and is a very valuable financial guide and support. He GET’s the picture! - Retiree, August 2017
Disclaimer: The opinions expressed above are those of the named client author and are in no way representative of the views of all clients. Client testimonials do not constitute a guarantee, warranty, or prediction regarding outcome of your investments. The client's names have not been disclosed for the privacy and safety of our clients.