Sarah McNeil

Company: The Kemick Wealth Advisory Team - BMO Nesbitt Burns Inc.

Industry Type: Financial Planning

Overview:

The combination of our comprehensive wealth management strategies, disciplined process-driven approach, and highly qualified and experienced team has made a fundamental difference to our clients.

First off, we are Wealth Advisors, not just Investment Advisors. Many advisors only deal with your financial needs and do not look at the larger picture. As Wealth Advisors we understand that everything is interconnected and planning for your future can include investing in RSPs, care giving for ageing parents, putting a child through post secondary education, business succession and tax planning to name just a few. Being one of the first accredited Wealth Advisors in BMO Nesbitt Burns, we understand these complex issues and are here to help you through all of your life stages both financially and personally.

We are committed to partnering with you to create an organized and structured wealth management plan which is a living document and is constantly updated to fit your ever changing needs. These plans help alleviate anxiety and can provide peace of mind, freeing up more of your time to focus on other important things in your life.

Contact Information:

Marshland Centre
20 Erb Street West, 3rd Floor
Waterloo, ON N2L 1T2
Map

Phone: 519-886-7649
Email: Sarah.Mason@nbpcd.com