BMO Nesbitt Burns
979 Bank Street, 6th Floor
Our approach is different. Because our clients are different.
What is most important to you? Your Investment Advisor will tailor a solution specifically for you, to maximize opportunities and mitigate potential challenges down the road. We apply disciplined, holistic, transparent and independent guidance, maintaining open and regular collaborative lines of communication, listening to you, and keeping you informed.
Our Guiding Principles
At Pilypaitis Nobbs Wealth Management Group, your investment advisors and their specialized team of experts are here to understand your life priorities and deliver on our commitment to:
- We believe in a disciplined approach to investing and financial planning
- We believe that you must commit to a plan in order to achieve your goals
- We believe that the challenges faced by capital markets in the upcoming years will underscore the value of professional counsel
- We believe that the level of communication and service is the difference between a good client-advisor relationship and an exceptional one
- We believe that Canada is the best place in the world to live and invest
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- Assess your financial goals and level of risk tolerance
- Develop a strategic and effective in-depth plan based on your current financial picture
- Put your customized investment plan into action, monitoring its progress over both the short and long term, with a responsibility to keep you informed based on your needs
- Meet at your desired frequency to review your portfolio, re-evaluate and re-balance where necessary to achieve meaningful performance