For over two decades I worked in the sporting goods industry as a sales representative for several leading companies. I made lots of money but my knowledge on how to safely create wealth was poor. I gave my money to professionals who I had hoped would protect and grow my wealth.
After taking financial hits in 2000 and 2008, I realized my financial gameplan was not working. As fate would have it, not long after that an acquaintance of mine sent me a book and said that I had to read it. The book was called "Bank On Yourself" by Pamela Yellen. I read it and then re-read it. If I had not known about this amazing financial concept, then there had to be millions of Canadians who also were unaware that they could create wealth safely and securely and have access to their money when they wanted it or needed it.
BMO Nesbitt Burns is a core part of the success of BMO Financial Group. We have an extensive network of approximately 1,300 Investment Advisors at 76 branches across Canada. BMO is Canada?s oldest bank, founded in 1817. The origins of BMO Nesbitt Burns? predecessor firms date back to 1912. In 1987, BMO Bank of Montreal acquired Nesbitt Thomson, then one of Canada?s oldest and most respected investment houses. In 1994, BMO Bank of Montreal also acquired Burns Fry, one of the largest dealers of Canadian equities and debt securities. Nesbitt Thomson and Burns Fry then merged to become BMO Nesbitt Burns.
At Pellegrini Financial, we strive to understand the most important things in your life, whether personal or financial. Our team of advisors and consultants aim to thoroughly address your needs and goals so you can rest assured about the future.
Are you facing a life transition? Trying to achieve financial independence? Transitioning the family farm?
We offer comprehensive, ongoing financial planning to connect your finances to your world. We can help with your strategizing, decision-making, and evaluation process. Contact us today for a free consultation.
Are you transitioning the family farm? Nobody is better equipped to help guide you through the myriad of decisions than us. We'll help you analyze the structure of your operation, advise on the most tax efficient way to transfer or sell, and help ensure your cash flow needs are met now and through time. Contact us to receive a free e-book on farm transitions.
Our dedicated Investment Advisors work directly with customers, recommending comprehensive solutions that fit their lifestyle. They go further by truly understanding their clients’ goals, dreams and helping them to achieve all their opportunities.