We are a team of four dedicated professionals who have joined forces under the BMO Nesbitt Burns banner. Combined we have over 85 years of experience in the financial services industry.
Each team member is able to focus on their own clear set of daily responsibilities. As a result, we believe our team structure ensures the development of sound financial and investment plans, as well as a consistently high level of client service.
In addition, our team structure gives us added "bench strength” or backup in the event of holidays, sickness, or an unforeseen event.
Find out more information by clicking on our "Meet Our Team" tab.
Types of Families We Partner With
We partner with business owners, professionals, foundations, endowments, and those who are simply good savers. The common theme among the families we work with is that they have reached a level of net worth that requires a more personalized approach. They seek to start a long term relationship and need personalized plans to address all of their retirement, tax, estate, and investment goals.
Why Do Families Partner With Us
Clients will not receive a "cookie cutter” solution as each family will have a different set of goals. Our first commitment is to listen in order to understand those goals. Only then will we construct a personalized financial and investment plan aimed at achieving them. Combined with a high level of proactive, ongoing service we ensure a long term partnership with the families we partner with.
Until we have met in person, we cannot say for sure whether your family’s needs will be a good fit with the services our team offers.
As our relationships often span generations, we prefer to take our time up front to ensure a good fit.
Our next step is to get to know you, your family, and your financial goals. As such, the first meeting will be treated as strictly a fact-finding mission. We prefer that no firm commitments be made with respect to forming a permanent ongoing relationship. Rather, time should be taken by all parties to digest the information gathered and determine if the right "fit" exists.
Contact us for a Complimentary Second Opinion of your retirement plan and portfolio.
Low interest rates and uncertain stock markets have caused concern for many investors. There are often simple ways to reduce risk, lower costs and improve cash flow.
Let us provide your family with an unbiased review that will keep you on track.