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Don McGugan

Address

770 James Street
Wallaceburg, ON N8A2P5

Languages

    English

My Background

I pride myself in finding the best investment strategies to reach the income and growth goals for my clients. I have over 20 years of industry experience and joined BMO Nesbitt Burns in 2004. I have obtained many industry designations including the Certified Financial Planner (CFP) designation and have taken specialized training to achieve the Wealth Advisor Title. I also have a Masters in Business Administration from York University where I graduated on the Dean’s List and have a Bachelors in Business Administration from Wilfrid Laurier. Previous to entering the investment industry, I worked in a variety of corporate finance positions in Toronto.I believe in taking a common sense approach to investing. I have a customized approach to wealth management that includes: professional portfolio management, advice on retirement, transition and estate planning, sound advice to help protect capital, management of retirement income and achieving superior long-term returns without undue risk.

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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.