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Philip Brock

Address

979 Bank Street
Ottawa, ON K1S 5K5

Languages

    English,French

My Background

Since my entry into the financial services industry in 2004, I have advised many families on retirement planning, investment management and portfolio strategy.  My belief is that prudence should be paramount in portfolio construction and that the process used to provide advice should be a transparent one that engages my clients and their families.  Excellent service means being consistent, abiding by one’s commitments, and making communication the centre of the client-advisor relationship.

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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.