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    Lou D'Aversa
    CFP®


    Address

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

    Languages

      English

    My Background

    For over 20 years, I have dedicated myself to educating and helping my clients achieve their financial goals. Whether you are a small business owner, professional or recently retired, together we create a financial plan to navigate and master change. Life is uncertain, so a financial life-plan must be flexible to adapt to changes in your future while achieving your goals today. I believe in providing my clients with the best combination of unmatched value and service while being fee sensitive.

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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.