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Viviane Schofield
Rémi Lalonde Defilippi
Émilie La Roche-Gauthier

Fax: 450-360-5048
Toll Free: 1 877-725-0055
Tel: 450-360-5044

Address
399, rue Principale
Granby, QC
J2G 2W7
Map

Other Locations

108, rue Principale
Cowansville, QC
J2K1J2

101, chemin Lakeside
Knowlton, QC
J0E 1V0

1501, McGill College Avenue, Ste 3200
Montréal, QC
H3A 3M8

1850, Panama, Ste 400
Brossard, QC
J4W 3C6

Our Process

"The Power of Goals!"

Our 5-Step Process:

Step 1
Seek First to Understand
We discuss your life situation and your financial needs

Step 2
Begin with the End in Mind
We establish your financial goals, quantify your risk tolerance level and clarify expectations

Step 3
Harness the Full Power of BMO Nesbitt Burns
We build a Unique Financial Strategy and discuss the Retirement and Estate Planning process; the entrepreneurial culture at BMO Nesbitt Burns permits personalized solutions

Step 4
Moving Forward
We remodel your investments according to your goals, your Retirement Plan and your Estate Plan

Step 5
Keeping the Promise
Annually, we will:

  • Review your Portfolio

  • Review your Retirement and Estate Plans

  • Review your Tax situation

  • Proactively re-position your portfolio according to changing economic conditions
 
The Viviane SCHOFIELD Group
 
Plan. Process. Future.