David Boyd Email & Phone Number

As a Senior Investment Advisor, Portfolio Manager and lead of The Boyd Wealth Management Group at BMO Nesbitt Burns, I work with clients to help them grow and protect their wealth. I have been in the financial services industry since 2000 in Windsor Ontario and across Canada. In that time I have successfully assisted in preserving wealth and developing strong risk controlled portfolio strategies. My dedication and commitment to excellence has enabled me to develop and maintain lasting client relationships. I manage my clients investments on a discretionary basis. I am also a Life Insurance Advisor with BMO Nesbitt Burns Financial Services Inc. and a Fellow of the Canadian Securities Institute. My extensive knowledge and expertise allows me to deliver a full service wealth management offering to my clients. Working together I can help you develop a plan that’s right for your needs – today and in the future. No matter where you are in life, our team works with individuals, families, entrepreneurs, business professionals and corporations by providing expert financial advice.Our team focuses on going beyond just delivering investment solutions. It involves knowing your business inside and out, communicating often and effectively including asking for – and listening to – feedback, all while working closely with each client and their family to educate, protect and guide through any investment decisions that may arise. This personalized approach we take with our clients has been our core strength of our business. Contact me today to find out how we can help you achieve your financial goals regardless of your stage in life. We’re here to help.

Listed skills include Portfolio Management, Investment Advisory, Wealth Management, Financial Planning, and 16 others.

• 

  Senior Investment Advisor

  Bmo Nesbitt Burns

  Jan 2000 - Present - Windsor, On

  As the lead and Portfolio Manager of The Boyd Wealth Management Group at BMO Nesbitt Burns I oversee a dedicated team of professionals specializing in Portfolio Management. We are committed to providing the highest standards of integrity, excellence, innovation and trust to each of our clients and their financial lifestyle. By engaging with additional specialists within BMO Wealth Management, I help address the full scope of investment, wealth and retirement needs, including wealth protection and insurance solutions, estate planning and trust services and charitable giving strategies. Any postings on social media are my own and do not necessarily reflect BMO’s position or viewpoints. The information herein is for Canadian residents only and does not constitute any financial, legal,tax, investment or other advice. Please do not post any personal or confidential information on this site. Should you wish to discuss your personal financial circumstances please contact us directly. Previous results are not indicative of future results. BMO Nesbitt Burns Inc. (BMO NBI) provides this commentary to clients for informational purposes only. The information contained herein is based on sources that we believe to be reliable, but is not guaranteed by us, may be incomplete or may change without notice. The comments included in this document are general in nature, and professional advice regarding an individual’s particular position should be obtained. BMO NBI is a subsidiary of Bank of Montreal and Member-Canadian Investor Protection Fund. “BMO (M-bar Roundel symbol)” is a registered trademark of Bank of Montreal, used under license. “Nesbitt Burns” is a registered trademark of BMO NBI, used under license.