Steve Wright Email & Phone Number

As a Wealth Advisor and Investment Advisor with BMO Nesbitt Burns, I have been providing unbiased advice and wealth management solutions to families and corporations for almost 20 years.The investment landscape is continuously changing and I believe that Advisors have lost their advantage at successful equity selection and also at efficiently allocating client's wealth between equities and bonds at the appropriate times. It then means that, in order to achieve the highest returns with the least amount of risk over the longer term, investors need to have their RSP, RIF, TFSA, Non Registered and Corporate Accounts part of the large institutional money flows. Specifically, they need to be paired with the best of the large independent Institutional Money Managers.My Team manages wealth by understanding client needs and objectives through the Financial and Estate Planning process and matching their investable capital with the Top Institutional Managers that will meet their goals. Cash Flow, Tax Planning and Tax Deferral play a large role to ensure clients always have the most after tax dollars. Consistent top performance drives our investment decisions and asset allocation. Considerable time is spent engaging money managers, analysts and network contacts to understand where the institutional money is flowing. I am committed to sharing this knowledge and insight in a continued effort to add value to client relationships.Timely, expert, personal client service has been a cornerstone to our success throughout the years.Contact information:steve.wright@nbpcd.com604-443-1428BMO Nesbitt Burns DisclaimerAny 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. 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. Nesbitt Burns” is a registered trademark of BMO NBI, used under licence.

Listed skills include Wealth Management, Options And Derivatives, Licensed In The Usa, Investment Advisory, and 20 others.

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  Queen'S University

  Economics