Tammy Slugoski Wealth Management provides wealth advisory services to families by guiding them through a comprehensive investment strategy. By developing a customized plan that addresses all aspects of family security, asset preservation and estate and retirement planning, clients are well positioned to realize their lifelong goals and dreams. BMO Nesbitt Burns Advisory team is a key partner in our business as they provide us with ongoing fundamental and technical research support.
Our goal is to safeguard capital, maintain a disciplined approach to managing assets and achieve superior long-term returns. We believe that by creating a structured investment plan, we alleviate anxiety for our clients and ultimately provide complete peace of mind.
Our attention to detail combined with a high level of service and integrity provides our clients with the confidence that their financial affairs are handled with competency.
What Can You Expect as a Client? A customized investment portfolio solution built on sound advice and exceptional service.
Specialties: Wealth Advisory: Investment Management, Retirement Accounts and Financial Planning.
Having in-depth knowledge of our clients’ priorities allows us to carry the responsibility of managing their wealth in an ever changing investment world. Our goal is to do our job well and alleviate that stress for each client and their family so they can focus on what they enjoy doing the most! By having our team’s strength in process, we build and retain strong rapport leaving our clients secure, confident and understood.
BMO Nesbitt Burns, the full service investment arm of Bank of Montreal, is one of Canada’s leading investment firms. Employing over 3500 dedicated professionals, we serve the investment needs of individuals, corporations, and governments from an extensive network of Canadian and international offices. Excellence is the lifeblood of successful investing. Our award winning equity research has been top ranked for 29 out 31 years in Canada. Helping our clients with knowledgeable financial advice for over 80 years, we have established a reputation for excellence and commitment to building and preserving wealth for generations of clients.