20 Erb St W, 4th Floor
BMO Nesbitt Burns has assembled an extended team of industry experts and designated specialists with whom we can partner on your behalf should your needs require it. Backed by this group of accountants, lawyers, insurance professionals, tax and estate specialists, we can provide a comprehensive approach that incorporates your wealth and life management needs, interests and aspirations.
About our Wealth Management Consultant
Joel Oretan, CFP, FMA
Wealth Management Consultant
As a member of the Wealth Management Consulting team, Joel brings together the knowledge and experience of our in-house tax and estate professionals and works with Investment Advisors and their clients to develop sound wealth management plans.
He provides support and direction about complex issues such as retirement and distribution planning, tax planning, cash management, estate and gift planning, transition planning and charitable giving.
Before joining BMO Nesbitt Burns, Joel was employed by a large, Canadian brokerage firm as a financial planner providing comprehensive planning for their high net worth clients in the area of tax, estate, insurance and retirement planning.
Joel is a graduate of the University of Western Ontario with his B.A. in Economics and has obtained his diploma in Financial Planning Services. He holds the CERTIFIED FINANCIAL PLANNER® or CFP® designation and Financial Management Advisor (FMA)