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Contact Us

Jeff Somer
Lou D'Aversa
Ilona Napravnik

Tel: 416-359-4259

Address
BMO Nesbitt Burns
1 First Canadian Place
40th Floor , P.O. Box 150
Toronto, ON
M5X 1H3
Map

The 7 P's

 

How we work with you to offer an unparalleled exceptional experience:

  Platform
Utilize the full breadth and depth of the BMO platform

  Product 
Objective advice to incorporate the optimal internal and 3rd party solutions

  People 
Quality resources and human capital

  Philosophy 
Prudently grow wealth while minimizing downside

  Performance 
Strong risk-adjusted total returns

  Price 
Offer a holistic and integrated approach at a competitive fee.  Family Pricing

  Physician Experience 
Our extensive experience working with physicians provides us with the expertise to assist physicians and other medical professionals in the complete management of their finances including tax efficient strategies, asset allocation and location strategies, insurance solutions and professional incorporation advice.