Specialties: Wealth Advisory: Investment Management, Retirement Accounts and Financial Planning
Welcome to our website! The ORPEN Wealth Managment Team provides Wealth Advisory Services to established individuals by partnering with them to implement a comprehensive wealth strategy. By developing a customized strategy that addresses all aspects of family security, income and asset preservations, estate and retirement planning as well as philanthropy, our clients are well positioned to realize their vision for their lifelong goals and dreams. Our goal is to safeguard capital and achieve superior long-term returns. We believe that by creating organized and simplified wealth management plans, we alleviate anxiety for our clients and ultimately provide complete peace of mind.
What Can You Expect as a Client? A customized investment portfolio solution built on sound advice and exceptional service.
About BMO Nesbitt Burns
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.
Check out the Publications tab above to read our Team's
self-published newsletter Money Matters.