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Kevin Sassa

Address

606 4th Ave South
Lethbridge, AB T1J 0N7

Languages

    English

My Background

My wealth management process begins with a collaborative exchange of information and ideas, which helps create a strategy, that my clients and I feel are distinct to their situation and reflect realistic goals and objectives. With a focus on risk management metrics and using the best portfolio managers from around the world, along with ongoing monitoring and regular feedback, I have provided a very consistent method of attaining my clients’ goals.

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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.