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Bill Coxford

Address

1959 152 Street
Surrey, BC V4A 9E3

Languages

    English

My Background

My team manages the wealth of families, business owners, executives and professionals. I address all issues pertaining to business succession, estate planning and insurance needs. As a Portfolio Manager, I manage money by employing a proven model that aims to consistently generate positive returns with low volatility. Each financial plan includes a Financial Vision Document, Key Recommendations, and a Personalised Roadmap. Consistency and competency inspire confidence and loyalty in my clients.

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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.