A Personalized Investment Strategy
As a Private Wealth Professional at BMO Nesbitt Burns, I offer professional investment management expertise and advice to help individuals and their families enjoy and simplify their wealth. I spend time getting an in-depth understanding about what a wealthy life means to every client – their priorities on family, work, lifestyle and money. Then, with a passionate, diverse team of wealth management professionals, I can create an investment strategy that fits your unique needs and goals and set expectations about the level of risk that is acceptable to you. This approach saves people time and worry when making important decisions. They know their financial affairs are in order and remain on track to reach their goals throughout their lives – the ultimate benchmark of success.
Service Exellence
I am committed to building a solid, lasting relationship with my clients. Keeping clients informed is a top priority for me. This means providing access to a wealth of educational materials, promptly returning phone calls, and quickly following up on administrative issues. It also involves monitoring accounts on an ongoing basis to take advantage of opportunities as they arise, and changing market conditions. I regularly review goals, strategy and portfolio performance with my clients.
I will work closely with you to build a personalized investment plan that reflects your ongoing needs and objectives.
Valuable Investment Advice
By accessing world-class asset managers, we can build a diversified portfolio that anticipates your needs and responds to risks and opportunities.
Our award-winning investment platform is proven to help you reach your investment objectives. Our Discretionary managed portfolios are guided by a framework of principles that embody our best thinking and strongest beliefs about how to help clients like you. This institutionalized decision making approach to money management ensures we always apply top in class expertise to your portfolio.
A Focus On Achieving Your Goals
As your dedicated Investment Advisor, I will ensure you are informed about your financial progress. We will adjust your strategy regularly to both external conditions and transitions in your personal life, to ensure we remain on track to reach your goals.
Our ultimate benchmark is your financial success – everything we do is driven by your needs and goals. We pursue this aim through consistent, client-driven, principled action, and we integrate your portfolio with every aspect of your Wealth Plan.