Comprehensive Financial Planning and Tax Efficient Wealth Management Solutions, Tax Efficient Strategies for Professionals and Business Owners, Option Strategies, Customized Capital Preservation and Market Neutral Strategies
Wealth Planning Philosophy
As an Associate Portfolio Manager at BMO Nesbitt Burns I work with individuals, families, entrepreneurs, business professionals and corporations by providing expert financial advice. Consider me your "Personal CFO" regardless of your stage in life I am able to help you achieve your goals focused on solutions unique to you.
In addition I have several designations that allow me to best serve my clients which include the Fellow of the Canadian Securities Institute, Chartered Investment Manager, CERTIFIED FINANCIAL PLANNER® professional, and Chartered Professional Accountant.
Building and managing an investment portfolio requires careful planning, ongoing attention and sound financial expertise – combined with an intimate understanding of your goals, risk tolerance and time horizon. Combining top investment expertise, research and products, I can help you grow and manage your investment portfolio according to your unique goals and needs. I will work with you to create a plan that helps you achieve all of your investment objectives, by drawing on the full range of investment products and solutions available through BMO Nesbitt Burns.
I understand the importance of growing your wealth, and I am here to support you in this objective.
Consider me your "Personal CFO". I work with you to implement a customized financial plan to take care of your investment, insurance, investment tax planning, philanthropic, retirement, estate planning, banking and borrowing needs.
I am committed to building a solid, lasting relationship with my clients. Keeping clients informed is a top priority for me. This means providing access to a wealth of educational materials, promptly returning phone calls, and quickly following up on administrative issues. It also involves monitoring accounts on an ongoing basis to take advantage of opportunities as they arise, and changing market conditions. I regularly review goals, strategy and portfolio performance with my clients.
I look forward to an opportunity of discussing this with you and how my approach to investing for the future can help you.
Peter J. Gordon