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As investment professionals, we help individuals and families to make the right decisions with their money for their unique financial and life goals. His clients benefit from conservative portfolio management guided by BMO Nesbitt Burns top-ranked research. Boris has been advising conservative, professionals and corporations, high net worth clients since 1998 with BMO Nesbitt Burns inc. Boris works with a wide range of families, offering a customized approach to managing investments. She helps individuals, corporations, and trusts who would benefit from the assistance of a professional advisor. Her goal is to assist clients to invest in high quality investments to achieve and preserve their wealth. She can help you analyze your situation taking into account your financial objectives, economic and market conditions. KAREN'S FOCUS is to provide clients with informed advice, with 25 years of experience as a professional Investment Advisor. Our clients are important and we are pleased to assist them to achieve their-dreams. Together, investment solutions are confidently selected to help grow and preserve your wealth and income. Our goal is to provide clear guidance on the many investment options available for clients to make meaningful choices. Financial matters are complex and we can provide help and resources. Boris believes that extra effort should be devoted to ensuring that a high quality investment program reflects his clients' individual experiences, personal goals and risk tolerance.
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