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    Trevor Sosin


    Address

    1 First Canadian Place
    38th Floor
    Toronto, ON M5H 1H3

    Languages

      English

    My Background

    Trevor Sosin has been with BMO Nesbitt Burns for more than 20 years. He has built a successful practice for individuals and families who appreciate an extra level of care. Trevor’s Wealth Management approach integrates investment solutions, financial planning, insurance, estate and tax planning needs. He is an Associate Portfolio Manager and holds the Professional Financial Planners Designation

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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.