Tag: Portfolio management

    • McGugan 768x1075

    McGUGAN, Don: BBA, MBA, MFA, CFPⓇ, CAFA®

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    Company: BMO Nesbitt Burns
    Willing to do Public Speaking?: Yes
    Public Speaking Topics:

    Farm Financial Planning
    Investment Management
    Portfolio Manager
    Estate Planning
    Retirement Income

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    I pride myself in finding the best investment strategies to reach the income and growth goals for my clients.   I have over 20 years of industry experience and joined BMO Nesbitt Burns in 2004. I have obtained many industry designations including the Certified Financial Planner (CFP) designation and have taken specialized training to achieve the Wealth Advisor Title.   Read more...
    • Jon Promhouse 768x1097

    PROMHOUSE, Jon: B.A., CIM

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    Company: CIBC Wood Gundy - The Promhouse Financial Group
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    We are The Promhouse Financial Group, a family-run Wealth Management group that has over 90 years of combined experience and expertise in assisting individual and institutional investors achieve their goals and dreams. We provide affluent families & businesses like you with financial solutions that will both sustain your current lifestyle, and also preserve and enhance your wealth for future generations. Read more...
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