Steve Wright

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.