Vice President, Co-Branch Manager, Portfolio Manager & Wealth Advisor
Toll Free: 855-649-1888
606 - 4th Avenue South
All of my new client relationships involve a fact finding interview, and sometimes more than one meeting is required. These meetings also occur for existing clients and are called a "refact" if it has been a while since my client and I have done a holistic review, or there has been a major life event.
As a client, after developing an understanding of your needs and wants, tolerance for risk and ability to comfortably manage through difficult market events, your investment objectives are identified and an investment strategy begins to take shape. At the same time, planning opportunities identified are being worked on, and my team and I utilize our team of estate, tax and insurance professionals from within BMO Nesbitt Burns and BMO Trust Company.
Ongoing development and implementation of required and desired plans occur as needed.
Each quarter, personally written client newsletters are the beginning of my teams client communication commitment. For clients with discretionary portfolio management services, a semi-annual portfolio newsletter is also provided.
Semi-annual, face to face meetings are standard, with flexibility on meeting frequency to fit with your needs. Meeting frequency can change (increase temporary) when planning such as cash flow management, retirement, and Will & Estate planning are needed.
Appointments are available on Tuesday, Wednesday, and Thursdays to allow for consistent and well prepared meetings.
Access to my team and I by phone is simple at any time during the workday, and you should have no problem being able to reach a member of the team. Email is also an option and are responded to promptly.
Detailed information about fees, your fee options, the benefits to fee based investing is delivered to you as it is with all clients, once we have completed the review process and determined the proper fit for your needs.