Address1501 McGill College Avenue
Montreal, QC H3A 3M8
My BackgroundRobert Poirier is a wealth advisor with BMO Nesbitt Burns since 1999. He is committed to providing you with the right wealth management solutions and help you achieve your financial goals while protecting your best interests.
His investment planning approach is based on five pillars: Review of your investment knowledge, understanding your objectives, establishing an asset allocation strategy, selecting suitable investments, constructing a portfolio that corresponds to your needs, ongoing portfolio monitoring. Retirement planning, Estate planning, Risk management and Business Ownership planning are all elements that take part of his process. Listening, patience, understanding your needs are essentials for him to fill your needs.
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