BMO Nesbitt Burns
429 Elizabeth Street, Burlington, ON
429 Elizabeth Street, Burlington, ON
BMO Nesbitt Burns is one of the leading full-service investment firms. I take a proactive approach in helping my clients achieve their wealth goals. My services include designing custom investment portfolios, tax planning, trust and estate planning and philanthropy.
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What do you love most about your job?
My role as an advisor is to help my clients achieve their financial goals and along the way build lifetime relationships. I become very involved in my clients lives. Many times I am asked to work with the next generation to ensure a smooth transfer of wealth.
What inspired you to start your own business?
My father started his own business so I come from an entrepreneurial background. My spouse also is self employed so we are both working to build our own businesses.
Why should our clients choose you?
I am a trusted advisor who adds value to my clients lives by helping them reach their goals. Feel free to check out my website for client testimonials.
Can you provide your services online or remotely? If so, please add details.
I am able to provide my services remotely using Microsoft Teams.
What changes have you made to keep your customers safe from Covid-19?
I have adapted my approach so that clients have the choice of meeting me in person or virtually through Microsoft Teams.
Investment Advisor
IIROC licensed with access to all investment products
Custom Investment Portfolios
Insurance Licensed for Legacy Planning (LLQP)
Certified Financial Planner for Retirement Planning (CFP)
Certified Divorce Financial Analyst (CDFA)
Certified Investment Manager (CIM)
