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Contact Us

Scott Currie
Kent Cookman
Dave Barta
Tammy McBride
Sandra Day

Tel: 250-390-5607

Address
9, 6908 North Island Highway
Nanaimo, BC
V9V 1P6
Map

Our Process

What We Offer Our Clients

As a full-service wealth management team; we offer a wide variety of services and products to meet the diverse needs of investors. Our strength as a Wealth Advisory Group is our commitment to providing quality advice, communicating in an open and consistent manner, and providing an outstanding experience through customer service and education.

To learn more about the superior managed products offered by the Currie & Cookman Wealth Advisory Group and BMO Nesbitt Burns please see below.

Client Referral Centre...Tell A Friend

It's human nature to seek out services we need based on a trusted personal recommendation. You likely have friends or colleagues who are concerned about where to turn for effective wealth management advice. If you are a client and think someone you know could benefit from the kind of collaboration we have, please consider recommending our services to them. They would be getting a recommendation from a source they trust - and we would be most appreciative! Simply call our office or e-mail Scott Currie or Kent Cookman directly.

Retirement Considerations

We use a detailed Retirement Analysis Questionnaire to prepare a comprehensive investment plan
which analyzes the following areas:

  • retirement plan
  • net worth statement
  • estate planning
  • education needs for your children
  • and a transition plan for employed individuals changing careers.
By producing this detailed assessment it allows us to gain insight on our clients' financial circumstances and risk tolerance. This valuable information drives our investment strategy that is then customized to your needs. Feel free to print the Retirement Analysis Questionnaire and return it to our office for complimentary analysis.

When reviewing your retirement savings, the one question that individuals invariably seek to answer is: Will I outlive my savings or will my savings outlive me? Our sophisticated planning software is a powerful retirement analysis program created by BMO Nesbitt Burns. Using this tool combined with the Retirement Analysis Questionnaire, we can help provide answers to those questions.

Top-Rated Research

With access to the comprehensive resources and expertise of the BMO Financial Group, our team consults with various groups. These groups consist of our top-rated economic research team**, in-house investment specialists, and some of the worlds top rated Investment Managers. Brendan Wood Institute is an investment industry consulting firm that annually surveys Canadian institutional investors on the performance of equity research departments. View the 2011 Brendan Wood Survey.

Products and Services

Through BMO Nesbitt Burns' exclusive Advance Program, we are able to access the expertise of leading investment managers around the globe for our retail based clients.

The Quadrant Program provides broad diversification by asset class and investment style in order to manage risk and provide the potential for dependable long-term results.

The Meridian Program combines all of the benefits of an ongoing relationship with your Investment Advisor with the power of the Internet.

The Architect Program is a unified managed account, that integrates the best of mutual fund investing with the best of separately managed accounts.

Gateway is our online account information center. It allows you to view your holdings, check transactions, obtain customized charts and much more.

With the cost of post-secondary education in Canada steadily rising, many parents are looking for ways to fund their children’s future educational needs. At BMO Nesbitt Burns, our experience has shown that a dedicated savings strategy, including a Registered Education Savings Plan, can help ensure that the funds will be there when needed.

In today’s economy, employees are often confronted with the prospect of having to change careers abruptly. The BMO Nesbitt Burns Transition Planner will help you evaluate severance and early retirement packages and ensure that your financial concerns are addressed.

Our colleagues at BMO Bank of Montreal can assist you with your personal banking needs, including loans, mortgages and day to day banking.

Estate Planning Considerations

For Estate planning purposes, we have gathered a few publications that will assist with such tasks as:
A good Estate Plan will provide you with the peace of mind that comes from knowing your family and financial affairs will be taken care of according to your wishes. This will include utilizing the advice provided by our Estate and Insurance Advisor, Chris Canavan.

Working with your BMO Nesbitt Burns Investment Advisor, Chris will help to ensure that your estate and insurance needs are on solid financial ground, with an eye to providing for your family while you are living and to transferring your estate to your beneficiaries in a tax-efficient manner when you pass on. A good estate plan is tailored to your particular financial and lifestyle objectives. It should anticipate your future needs, as well as encompass the present.

You can start by learning more about the issues surrounding estate planning from your Investment Advisor. Together with Chris, they will work with you to develop a plan that will help you meet your personal and financial needs and goals.