Steve Wright

Address

885 West Georgia Street
Vancouver, BC V6C3E8

Languages

English

My Background

With more than 20 years at BMO Nesbitt Burns, my team partners with clients to help them manage their Financial and Investment objectives during their working years and through retirement. Every client is different and we will tailor a Plan for your specific circumstances. Simple or sophisticated, we focus on tax minimization, cash flow if needed, preservation of capital and performance. Services I offer include Investment Planning, Financial, Wealth and Estate Planning,Options and Derivatives trading, and I am able to offer investment solutions to US residents.

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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.