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Rod Major
Tony Stephens
Dianne Bissessar
David Tremblett

Tel: 416-698-7340

Address

1815 Queen St. E
Toronto, ON
M4L 3Z6
Map

Rod Major
Investment Advisor

Tel: 416-698-7340
Toll Free: 1-800-318-8886
Email: rod.major@nbpcd.com

Rod Major is principle with the Major Advisory Group.  Rod has over 25 years of experience in the Investment Planning industry.  His focus is on wholistic, risk-reduced financial planning for individuals and businesses.  All his plans include an investment, tax, estate and insurance review.  Rod helps his clients plan for short and long term goals; from building their business, to savings for the education of their children, ultimately to their own retirement and estate distribution - in as tax-efficient a manner possible.  His love of economic and market research allows his clients to place their focus elsewhere.  If there is one over-arching focus - it is to manage the financial plans under his care with consistancy and with as little voaltility as possible, while pursuing each individual's unique set of goals.  When not working, Rod is taxi driver for his son Jack's hockey career; and when time permits, he likes to travel. 
 

Dianne Bissessar
Sales Assistant

Tel: 416-698-1525
Fax: 416-698-1522
Email: dianne.bissessar@nbpcd.com
Dianne has over 20 years of experience in the investment industry.  She controls all adminstrative work, from opening documentation to the ongoing controls required to maintain accounts in good form.  Dianne opens and maintains communication pathways with your trusted professionals (tax, legal and otherwise) to ensure required reporting is completed on a timely basis while also helping ensure your financial plan is fulsome in its approach.   Dianne's primary focus is on building open, friendly and long-lasting relationships with all of our clients.  


Our Partners

Tony Stephens 
Estate & Insurance Advisory

Tel:  (416) 359-5212

Email: tony.stephens@nbpcd.com

 


Tony Stephens has over 24 years of experience specializing in insurance and estate planning strategies and joined BMO Nesbitt Burns in 1997. Before joining the firm, Tony held management positions at a leading commercial bank and left in 1983 to start his own private consulting work for bank clients. In 1985, Tony started an estate and insurance consulting practice advising professionals and business owners. When Tony is not working he enjoys golfing, woodworking and travelling with his wife and children
 

David Tremblett 
Trust and Estate Planner

Tel: (416) 359-5245
Email: David.Tremblett@bmo.com

David brings over 20 years of experience as a Trust and Estate Planner. David has worked extensively with our clients in the area of Estate, Will and Trust Planning, and is committed to providing his expertise by ensuring our clients have a capable executor that can fulfill their duties. When considering who to appoint as executor, he suggests looking for the following qualities: Knowledge, Accessibility, Fairness, Integrity, and Emotional stability.