BMO Nesbitt Burns
2.3/5
★
based on 3 reviews
Contact BMO Nesbitt Burns
| Address : | 195 Main St Suite 101, Penticton, BC V2A 6K1, Canada |
| Phone : | 📞 +99 |
| Website : | https://privatewealthprofessional.bmo.com/bc/penticton/pb076/ |
| Categories : | |
| City : | A |
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Rick Westaway on Google
★ ★ ★ ★ ★ After being a client for over 20 years, because of lack of performance
I decided to change, they have taken 47 days to transfer my money to my new financial organization then they mailed the cheques to them but beautifully they wrote the wrong companies name on them, so now more days to wait while of course I'm not making any money.
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John Droog on Google
★ ★ ★ ★ ★ Over all very poor performance on my account. They are very happy to recommend and purchase shares and then charge their fee but no follow up or advice in maintaining those shares or selling when shares prices are at risk. Very poor performance (mostly losses) of my account compared to my other investments. Would not recommend this type of investment
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Jane Steele on Google
★ ★ ★ ★ ★ Lori Gordon is my financial advisor at BMO Nesbitt Burns, Penticton, for approximately a year now. I certainly have found a gem! Lori is personable, very knowledgeable about money management and I feel secure in knowing that Lori is taking care of my future financial needs. Lori takes the stress out of wondering if I'm taking the right steps to keep me going into my golden years. I highly recommend Lori if you are looking for a Financial Advisor that you can connect with and feel secure with her professionalism.
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