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Jaime Torres

Address

294 Bernard Ave
Kelowna, BC V1Y 6N4

Languages

    English,Spanish

My Background

I understand the importance of trust, integrity & service. These three key attributes characterize the professional advice I provide to my clients. I use my disciplined management style to provide affluent investors with comprehensive investment, retirement & estate planning solutions. I work closely with my clients to formulate customized investment strategies designed to help safeguard capital, manage income needs & achieve superior long-term returns while keeping risk at acceptable levels.

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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.