Many financial activities in life concern us all: whether you are saving for retirement, minimizing taxes, setting aside funds for a major purchase or financing your children’s education. To reach your financial objectives you need to consider the challenges of building and preserving capital in today’s increasingly complex marketplace.
I believe in establishing partnerships with clients to help identify and achieve your desired financial goals, while reflecting your unique individual requirements for income and security, tax considerations, current portfolio structure, past investment experience, and overall comfort with risk. Like you, I believe one should have a partner who will give you the personal attention you require.
A FULL RANGE OF FINANCIAL SERVICES
One of Canada’s leading full-service investment firms, BMO Nesbitt Burns is part of the BMO Financial Group, and serves the investment needs of individual, corporate, government and institutional clients. The firm employs over 4,300 dedicated professionals in 135 offices across Canada and in 14 international locations.
BMO Nesbitt Burns has been continually recognized for the firms’ top ranked investment research, its broad range of products and services, and its state-of-the-art online information systems designed to meet the specific investment objectives of clients.
As Canada’s premier investment firm, we are able to offer our clients all of the investment products and services necessary to achieve financial success including:
• Investment & Retirement Planning
• Estate Planning Services
• Treasury Bills & GIC’s
• Government & Corporate Bonds
• Canadian & Foreign Equities
• Over 1000 Mutual Funds
• Life, Accident and Sickness Insurance
• Banking Services
MEET THE TEAM
Peter Quitzau, Portfolio Manager
Peter has more than 25 years of experience in the financial services industry as a Corporate Banker, an Investment Analyst, and a Portfolio Manager. His unique work experience with corporations, business owners, private and institutional investors brings a broad, knowledgeable and informed approach to customizing even the most complex financial plans for investors. He holds a Bachelor of Commerce Degree from the University of British Columbia with a major in Finance. Peter is also an Insurance Advisor and provides investment and financial planning services.
Kerry Chen, Investment Representative
Kerry joined BMO Financial Group in 2009 as Financial Services Manager and became Investment Representative of BMO Nesbitt Burns in 2012.
Eleanor Boak, Administrative Assistant
Eleanor is originally from Montreal but has called White Rock home since 1997. She graduated from Acadia University in Nova Scotia with her BA and BEd and has been employed in the financial industry since her move to White Rock. Eleanor is happy to help you with any questions you may have. Please stop and say hello the next time you’re in the office.