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Philip Brock
Elizabeth I. Cosgrove, CFP
Patricia Butler, B.A.
Debbie Kelly

Address
979 Bank Street, 6th Floor
Ottawa, ON
K1S 5K5
Map

We help our clients achieve their personal financial goals through prudent advice, a transparent process, and excellent service.

Background

We are a group of dedicated professionals committed to guiding our clients towards the fulfilment of their financial goals. We feel that prudence should be paramount in portfolio construction and that the process used to provide advice should be a transparent one that engages our clients and their families.

Our clients benefit from an experienced team. Between us, we can draw upon over 100 years of financial services industry experience in this complex financial marketplace. The strength of BMO Nesbitt Burns in the areas of research, portfolio strategy and financial planning enables us to bring top notch solutions to the table.

Business Beliefs

1. We believe that long-term success depends on the establishment of a sound financial plan. This plan is the foundation on which appropriate investment strategies are proposed.

2. We believe that it is our responsibility to reach out to you in good markets and in bad markets, whether changes to your portfolio need to be made or not, in order to ensure that lines of communication stay open with our clients.

3. We believe that it is in our clients’ best interest for us to focus on those areas where we have industry-leading expertise. Our clients also benefit from our partners’ core strengths when their specialised expertise is required.

4. We believe that the wealth management process should be a transparent one. We work hard to ensure that our clients understand and feel comfortable with their plan, their portfolios and the investments they own.

5. We believe that our services should be fairly priced. Fees should not be detrimental to our clients’ success. Our priority is that our clients feel that they are receiving excellent value from our service offering.