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    Mark Berry
    CFP


    Address

    739 Talbot Street
    St. Thomas, ON N5P1E3

    Languages

      English

    My Background

    The Berry-Smyrnios Wealth Advisory Group works with you to design an investment strategy that will help meet your needs both today and into the future. We will work with you to understand your risk tolerance, determine the right asset allocation and implement your portfolio strategy. Once this is determined, it’s important to review your portfolio on a regular basis to stay on top of evolving changes in your life and in the market.

    We offer experienced, integrated wealth management advice to help you set down plans to pay down debt, maximize your income stream, plan wisely for retirement, and enjoy the wealth you’ve worked long and hard to achieve.

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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.