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Brian Ness
MBA, PFP, CIM, FMA


Address

BMO Nameo Centre
9625 - 160 Avenue
Edmonton, AB T5Z 3H3

Languages

    English

My Background

My clients come from varied backgrounds but they share a common trait, they want their hard earned money to be managed prudently. Preservation of capital is paramount. My approach of Quality Investing will enable you to reach your dreams.

I offer a clearly defined process to high net worth individuals, communities, corporations, professionals & trusts with trusted advice and long-term, personalized solutions.

Access to a team of experts in areas of Tax planning, Estate planning, Insurance products, all of which are critical to long term wealth planning.

Remember, you have worked hard to earn your wealth once… you don't want to have to earn it again!

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BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

®Registered trademark of Bank of Montreal, used under license.

Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.