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Contact Us

Shawn Flick
Sharon Tingley
Patricia Daer

Toll Free: 800-265-4195
Tel: 519-646-1180

255 Queens Ave.
Suite 1900
London, ON
N6A 5R8

Value Added Services

Comprehensive Financial Planning Tools
  • Detailed and written retirement forecasts using NaviPlan financial planning software

  • A full suite of tax, estate, and financial planning tools through our in-house BMO Nesbitt Burns Wealth Group. Our Wealth Group provides complimentary access to a team of eleven financial planning professionals including chartered accountants and lawyers.

  • Life, disability, critical illness, and long-term care insurance through our in-house Estate & Insurance Advisors

Investment Advice
  • Input from one of Canada’s top-ranked research departments

  • Input from leading U.S. research providers (JP Morgan, ISI Group, S&P, and BMO Capital Markets)

  • Access to over 30 professional pension fund managers

  • A full suite of both discretionary and non-discretionary investment choices. Some of which include individual stocks, bonds (government and corporate), preferred shares, GICs, mutual funds, exchange traded funds, third party pension managers

  • Regular proactive contact

  • Ongoing portfolio adjustments as family goals change and/or market conditions dictate

  • Timely updates on financial planning related topics and how they impact you

  • Prompt return of phone calls/messages

  • A live voice for most inbound calls

  • Accurate and timely reporting

  • Availability of annual gain/loss reports for tax preparation

Education and Appreciation
  • Networth® – our quarterly newsletter filled with financial topics of interest

  • Team website with access to regular research/publications

  • Client events such as educational seminars and client appreciation events (e.g. family movie days at Imax and Rainbow Cinemas)
*Insurance services and products are offered through BMO Estate Insurance Advisory Services Inc., a wholly-owned subsidiary of BMO Nesbitt Burns Inc.