Isabelle Reid, Investment Advisor, works with her clients to create financial wealth. Through BMO Nesbitt Burns she offers the following services:
-a) Portfolio evaluation and recommendations, b)Retirement planning, Transition planning, Estate planning, c) Referrals to the Bank of Montreal
-Traditional investment products: Bonds, T-Bills, Canadian and US Equities, Mutual Funds
-New Investment Products: Internal discretionary accounts, External discretionary accounts
Isabelle’s clients are individuals from around the world (including USA), or Personal Holding Companies (active companies in an asset accumulation stage or specific financial situation).
While most of her clients come by referral, Isabelle would welcome new clients who have a recent change in their financial situation; someone who just sold a house, a business, inherited some funds, or clients that need to build assets such as RRSPs or RESPs