Wealth Planning & Professional Investment Management
I specialize in the creation, preservation, and eventual transfer of family wealth from one generation to the next. I have worked with individuals, families and small business owners towards the achievement of their unique financial goals, and have been providing a high level of service for over 30 years in the investment industry. I hold the following industry designations: Financial Management Advisor (FMA), Certified Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI) and Portfolio Manager.
I firmly believe that there are five core truths in what I do.
Many financial issues affect us all: saving for retirement, minimizing taxes, financing a child’s education or even putting together a multi-generational family wealth plan. I follow a six step process I call The Wealth Map. The Wealth Map is effective, productive, and repeatable and will help you with the achievement of your life’s financial goals.
I am committed to building a solid, lasting relationship with all clients. I will provide solutions and knowledge to all of your family wealth concerns. As an experienced Advisor, I have seen it all and have kept at the forefront of the changing investment landscape. I know that I will alleviate the burden of life’s financial decisions for you and your family.
Who are we?
As a member of the BMO Financial Group and part of the organization’s Private Client Group, BMO Nesbitt Burns has the expertise to manage even the most sophisticated wealth needs. Our skilled and knowledgeable Investment Advisors, coupled with our wealth advisory services and industry leading solutions, help our clients build and protect their wealth.
BMO Nesbitt Burns focuses on meeting the needs of individual investors through a customized approach to wealth management. A BMO Nesbitt Burns Investment Advisor can draw upon the full depth and breadth of the BMO Financial Group of Companies to provide clients with an integrated and multi-disciplinary wealth management solution. This includes all aspects of managing, protecting and transferring wealth, including investments, insurance, tax efficiency, estate planning, retirement planning, cash management, planned giving, trusts and wills.
The firm has had an unwavering belief in the power of the Advisor-Client
relationship. BMO Nesbitt Burns is a core part of the success of BMO, Canada’s oldest bank, founded in 1817. Across Canada we have an extensive network of approximately 1300 Investment Advisors at 76 branches (as at July 2009).
The origins of BMO Nesbitt Burns’ predecessor firms date back to 1912. In 1987, BMO Bank of Montreal acquired Nesbitt Thomson, then one of Canada’s oldest and most respected investment houses. In 1994, BMO Bank of Montreal also acquired Burns Fry, one of the largest dealers of Canadian equities and debt securities. Nesbitt Thomson and Burns Fry were then merged to become BMO Nesbitt Burns.
How are clients protected?
Making certain that clients assets are as safe and secure as possible is obviously very important. As a Canadian investment dealer, BMO Nesbitt Burns is a member of and/or are governed by a number of self-regulatory bodies.
While the TSX, ME, TSXVE, ME and RS are responsible for market regulation, which involves monitoring and regulating members’ trading activities on the exchanges. Each organization is in turn governed by the Provincial Securities Commissions or other securities regulatory authorities.