"The CFFB provides the opportunity to share one’s positive and negative issues with a group of business persons who will respect the topics. The members will share their experience and solutions if they had similar issues in their organization. Support, integrity and in confidence discussions are the norm in the CFFB. It is a superb group of persons who are committed to building relationships and assisting each other in any way that they can."
Supporting, Energizing and Educating Family Business
Supporting, Energizing and Educating Family Business
Sarah McNeil, Investment Advisor
Industry:
Financial PlanningCompany Name:
BMO Nesbitt BurnsOverview of Expertise:
Partnering with BMO Nesbitt Burns allows us to offer our clients access to many of the best investment resources available to Canadian investors today; this fact, coupled with the expertise of our professional services team, means that we can provide our clients with a truly comprehensive suite of products and services for achieving your financial goals We firmly believe that our client's interests are best served by providing customized strategies that utilize a fully diversified portfolio approach to investing. Whether you are a conservative or growth-oriented investor, we effectively assess each client's unique situation and objectives and then implement solutions that protect your lifestyle, build wealth, and leave a lasting bequest.
Letters of Reference:
Contact Details
Phone:
(519) 886-7649Email:
sarah.mcneil@nbpcd.comWebsite:
find out more information (external link)Marshland Centre 20 Erb Street West, 3rd Floor
Waterloo, ON N2L 1T2Canada
See map: Google Maps