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Derrick Dixon
pb016

Address

30 Gore Street
Perth, ON K7H1H5

Languages

    English

My Background

Concentrating on the financial and investment needs of affluent individuals and small businesses, Derrick helps his clients develop strategies to manage their personal and corporate finances.  As an experienced Investment Advisor, Derrick develops an exact understanding of his clients’ financial goals and objectives to provide comprehensive financial management with a focus on tax and estate planning. ?"My clients have the confidence and peace of mind that comes from knowing their financial future is being guided by an experienced professional. I take the time to learn and understand what is important to you, and to personalize your asset mix and financial plan to best suit your individual situation. Once I truly understand your needs, goals and objectives, I am able to provide complete service and advice, which makes the management of your life simpler, more rewarding and less stressful."

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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.