Susan Taptelis

Address

360 Oakville Place Drive
2nd Floor
Oakville, ON L6H 6K8

Languages

English

My Background

As an Investment Advisor I have the unique privilege of working with my clients to carefully execute trading strategies supporting their financial goals while regularly reviewing their positions to ensure that these goals are being met efficiently. I have over 18 years experience in this industry and have developed a personal philosophy in realizing that the difference I make is in the client experience - providing peace of mind for financial freedom.

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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.