Address394 St. Albert Trail
St. Albert, AB T8N5J9
My BackgroundService Excellence. I am committed to building a solid, lasting relationship, with each of my clients. Keeping clients informed is a top priority for me, and this includes promptly returning phone calls, and quickly following up on administrative issues. It also involves monitoring accounts on an ongoing basis to take advantage of opportunities and changing market conditions as they arise. I regularly review goals, strategy and portfolio performance with my clients.
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Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.