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Shawn Pitre

Address

6 Ontario Street
Grand Bend, ON N0M 1T0

Languages

    English

My Background

My passion is financial planning and cash flow management. I have obtained my PFP (Personal Financial Planner), QAFP (Qualified Associate Financial Planner), CFDS (Chartered Financial Divorce Specialist) and CSA (Certified Senior Advisor) designations. I have over 20 years’ experience within BMO Financial Group and joined BMO Nesbitt Burns in 2016.

My Team, The Dennis-Rawson Wealth Advisory Group, has over 96 years’ experience in providing you the confidence and peace of mind you have been looking for. We believe in taking a simplified approach, helping you to slow down so you can speed up to reach your financial and life goals. Wealth Management today has a lot of moving parts and you need the right team to make sure they are all moving in the right direction.

Within my team, my role is Financial Planning. I meet with you to answer all of your financial questions, big or small. How do I get income in retirement? Do I have enough? How do I transfer my wealth to the next generation efficiently? Do I pay off debt or invest? How do I minimize my overall taxes? I am very passionate about my role as your Financial Planner as I take the time to educate you, provide clear next steps and hold you accountable to meet your goals. I am also your contact to connect you with our BMO Experts for your financial needs including Insurance, Executor Services, Mortgages & Line of Credits and Business & Personal Banking.

I invite you to visit our website to learn more about our team, our approach and our beliefs.

-Creating Dependable Income Today, Tomorrow, Together

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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.