Tel: 306-343-3682
Toll Free: 1800-667-2633


BMO Nesbitt Burns
River Center
475 2nd Ave South, 3rd Floor
Saskatoon, SK
S7K 1P4

Contact Us

Initial Meeting and Introduction

During our intial meeting, we will mutually decide if there is a good fit on a personal level.  Through the discovery process, I will learn about you, your family and your goals.  At this stage, I will also gather pertinent financial information.

Proposal of Solutions

After evaluating your unique situation and objectives, I will present a customized Financial Plan that details the path to achieving your goals.  Accompanying the Financial Plan will be a customized Investment Proposal that is built upon your goals and objectives.

Review & Implementation

After you are satisfied with the Financial Plan, Investment Solution and Service Schedule, we will implement your customized Wealth Management Solution.