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Dana Lum

Address

50 Burnhamthorpe Rd West
Mississauga, ON L5B3C2

Languages

    English

My Background

I am an Investment Advisor/Financial Planner that provides comprehensive Wealth Advisory services.

These services include Financial Planning, Investments and Tax & Estate Planning.

I believe in a holistic approach to personal finance.  What that means to you is that initially we talk and get to know a bit about one another and once we agree that we want to work together, my process involves doing a Financial Assessment to identify your financial goals and needs from which an investment plan is designed and put into place.  I will also review your current investments, corporate pension details and comment on the suitability or quality of what is already in place.

Please give me a call, there is no cost for a free consultation.

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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.