Address1 First Canadian Place
Toronto, ON M5X 1H3
My Background"As an Associate Investment Advisor with Segal Wealth Management at BMO Nesbitt Burns I work with clients to help them achieve their financial goals. I am committed to developing strong, lasting and prosperous relationships with each and every client. With the help and strength of my team we are focused on providing the right guidance along the path to achieving your financial dreams.
We believe our role as your Wealth Management Team is to act as a go-between for every aspect of your financial needs. We can provide and facilitate access to a wide range of services supporting a broad range of needs. We have access to experts in: Financial Planning, Business Succession Planning, Tax Planning and Estate Planning, Trusts and Charitable Giving, and Multi-Generational Financial Planning.
Strong principles govern everything that we do and are built upon our two guiding philosophies which are:
• Always do what is best for the client
• Keep everything clear and simple
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Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.