885 West Georgia Street
“After just one meeting, my wife and I both felt comfortable with Robert and his team. As we transitioned into retirement after the sale of our business, he was able to find the right risk balance for us, supported by a simple, transparent and thorough approach that has proven successful time and again. Importantly, his proactive planning process – based on a deep understanding of our needs and goals – has enabled us to live the life we envisioned for ourselves.”
"The service we have received and the attention to detail provided by our 'Team" has got to be the best in the business. Robert reaches out often to see if we have any questions, he is super polite when I send him items for him to read hoping one day I may send him a 'golden nugget', his willingness to inform us and educate us simply increases our trust in him as a financial advisor and our respect for him as a person. Thank you for being you and for all you do for us!'
"We’ve been working with Robert and his team for over 20 years. He is very responsive to our requests and real pleasure to deal with. He provides us with great insight into the current and future outlooks and is very knowledgeable about up and coming companies and trends in the marketplace. We’ve recently had funds transferred from a third party and Robert’s team took care of everything for us. We couldn’t have done it on our own and really appreciate the time and effort that they put in. Being away from Vancouver, we really rely on email and phone calls to stay connected to them and they are always available and respond quickly to our concerns."
"We have been very pleased with the high level of service we receive from Robert and BMO Nesbitt Burns, now in our ninth year.Robert is respectful of our conservative approach to investing, our portfolio is doing well with his guidance,and we sleep soundly at night. Highly recommended."
"On the advice of a long-time friend, we sought out the services of Robert and his BMO Nesbitt Burns team approximately three years ago. We met with Robert; liked him immediately; and, transferred our investment portfolio from a third party after a couple of years of less than satisfactory investment returns. We have thoroughly enjoyed our working relationship with Robert. He is very understanding of our needs; listens to our questions; and, takes care to explain his investment strategies. Our investments have been positioned well and we are currently enjoying better than expected financial returns."
Disclaimer: 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.