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Nellie Chowbay

Address

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

Languages

    English

My Background

My Investment and management approach starts with building a comprehensive Financial Plan for my clients. This includes managing the portfolios with a keen focus on building wealth, preserving capital, providing for a comfortable retirement living; and creating a succession plan and Legacy to meet the specific needs and wishes of my clients. Over the last 15 years with BMO Nesbitt Burns as an Investment Advisor and Financial Planner, I differentiate myself by utilizing my teaching background to educate and inform my clients on every aspect of their Financial Well Being

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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.