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Sue Anderson

Address

1600 Carling Avenue
Ottawa, ON K1Z1B4

Languages

    English

My Background

I have provided investment advice to individuals for more than 25 years, with a focus on providing information on all financial matters, both to my clients and their children. In addition to suggesting conservative investments, I also point out tax and estate issues that can be addressed to minimize future costs. I would be pleased to meet with you to determine if my services would be suitable for your particular situation.

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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.