Bachelor Degree, University of Waterloo, Canada
Professional Financial Planning Course, CSC
Conservative Wealth Management
Discretionary Portfolio Management
Life Insurance Advisor with BMO Nesbitt Burns Financial Services Inc.
"I believe that as an Advisor I must be approachable. It is my goal to assist my clients by providing clear advice that reflects my understanding of the investment, the situation and the client – on an individual basis.”
Associate Portfolio Manager
With over 20 years experience in the investment industry, Rudy has spent the last 15 years as an Investment Advisor with BMO Nesbitt Burns. Prior to joining BMO Nesbitt Burns, Rudy spent 10 years at a major US Investment bank where he held various positions including management within institutional operations. Rudy currently holds a Canadian Investment Manager (CIM) designation and is a Fellow of the Canadian Securities Institute (FCSI). Recently Rudy attained his Associate Portfolio Manager (APM) designation allowing him to provide Discretionary Portfolio Management to clients.
Estate & Insurance Advisor BMO Nesbitt Burns Financial Services Inc.
Tel: (416) 359-7798
Tim joined BMO Nesbitt Burns in 2007 after twelve years in various Wealth and Risk Management positions in the financial services industry. Consistently delivering a polished and professional approach to life insurance, Tim is available to our clients to give guidance with estate planning and risk management needs. Whether for a business, organization or for you personally, he specializes in creating custom-designed solutions to meet your specific needs and integrate them with your wealth management plan. Tim works closely with Rudy and his clients by providing them with strategies for creating tax efficiencies within a client’s personal and corporate portfolios. Clients and their respective tax and legal advisors have come to trust and rely upon Tim’s valuable knowledge and sound advice.