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Robert Folliott

Address

1 First Canadian Place
39th Floor
Toronto, ON M5X 1H3

Languages

    English

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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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.