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    Garett Surcon

    Address

    201 Portage Avenue
    Unit 1700
    Winnipeg, MB R3B3K6

    Languages

      English

    My Background

    I help families manage their finances so they can enjoy life without worrying about the everyday hassles of their financial affairs.  My clients value the clarity they get as I help them uncover and articulate what is really important to them.  Through integrated wealth planning and customized investment management, I provide a personal family action plan to help make their goals a reality.

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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.