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Alisa Carli

Address

1 First Canadian Place
40th Floor
Toronto, ON M5X 1H3

Languages

    English

My Background

As part of the Kubicek Group, I offer clients a customized, discretionary management approach in addition to the traditional advisory relationship. Having been in the financial services industry since 1990, I recognize that every relationship begins with understanding a client’s needs and expectations – for the short and long term. With this information, customized wealth creation programs and cash flow management strategies are developed.  

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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.