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Halley Georgas

Address

2 St Clair Ave West, 19th Floor
Toronto, ON M4V 1L5

Languages

    English,French

My Background

Halley spends considerable time ensuring that clients' investment portfolios are appropriate to their specific financial needs, stage in life, and risk tolerance. Her main goal is to educate clients and share her knowledge.  In addition to providing investment advice, Halley focuses on tax and estate planning to ensure that her clients have a clear and concise financial plan. If you think your portfolio is not being watched, you deserve better!  Please contact Halley for a free one hour portfolio review.

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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.