Candice Dziedziejko
Investment Advisor @Bmo Nesbitt Burns
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WORK HISTORY
Investment Advisor @Bmo Nesbitt Burns
Waterloo, ON, CA
CD Associates is your premier wealth advisory group, specializing in family wealth management to provide our clients the \'Possibility of a life well lived\'. Backed by one of Canada\'s leading financial institutions, BMO Nesbit Burns, our team of experts are poised to make your financial dreams a reality. Built on a strong foundation of trust and financial literacy, CD Associates focused on the financial success of our clients while nurturing these relationships to last a lifetime. Our planning is conservative in nature which allows you to be nimble from a financial perspective as you plan to capitalize on your next personal or professional opportunity. Once your goals are established, we implement a personalized investment strategy that is designed to achieve your goals. Regular portfolio reviews with clients allows us to maximize portfolio returns and minimize drawdowns in volatile periods. We work directly with an internal network of partners that provide comprehensive, specialized advice to assist clients with all aspects of family wealth management including: Financial and Tax PlanningWills and Estates Business Succession PlanningInsurancePhilanthropy Banking Please contact us today to begin your financial journey and explore the \'Possibility of a life well lived\'.
EDUCATION
University of Waterloo
H BSc
SKILLS
ABOUT CANDICE DZIEDZIEJKO
We take great pride in the meaningful relationships that we have built with our clients and have a passion to see our clients succeed. A 2005 honors graduate of The University of Waterloo, Candice has developed extensive knowledge and strategies in the investment planning arena. She achieved the designation of Chartered Investment Manager in 2013 and is a Life Insurance Advisor with BMO Nesbitt Burns Financial Services Inc. In addition she is able to offer options trading to her clients. Candice is dedicated emphatically to her clients and her ability to communicate market knowledge in simple terms to her clients is how she differentiates herself in our business. This comes from having a selective client base, where she can develop strong relationships built on mutual understanding and trust.BMO Nesbitt Burns
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