Address

BMO Nesbitt Burns
First Canadian Place
100 King St. W, 38th Floor
Toronto, ON
M5X 1H3
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Our Approach



 

Our approach is different. Because our clients are different.

What is most important to you? We 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 specialized team of experts are here to understand your life priorities and deliver on our commitment to: 
 
  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 

  Meet at your desired frequency to review your portfolio, re-evaluate and re-balance where necessary

"Bonnie's team continues to provide a full range of services and expertise far beyond the scope of investment management. They take the time to really understand a client's personal situation and goals, and to build a financial plan that takes all aspects of life into consideration." LM - December/2018

"I trust Elias with my families' future. Period. I know he has our best interests in mind and he is great at communicating the intricacies of executing our strategy. I rely heavily on Elias to teach me and explain the 'why' of what we are doing." JD - June/2021

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

We'd love to share more about our approach with you. Contact us today