Eric Strassburger

Senior Wealth Advisor @Bmo Nesbitt Burns

Waterloo, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Aug 2013 — Present

Senior Wealth Advisor @Bmo Nesbitt Burns

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Waterloo, ON, CA

My clients appreciate the Pension-style Investment Management Process I use to help them achieve their Retirement and Estate Planning Goals.

EDUCATION

1993 — 1996

Wilfrid Laurier University

BA, Economics

SKILLS

Investment ManagementInvestment StrategiesPersonal Financial PlanningIndividual Pension PlansWealth ManagementInvestmentsStrategic Financial PlanningWealthRetirement PlanningInvestment AdvisoryEstate PlanningFinancial PlanningAsset AllocationMutual FundsHigh Net Worth Individuals

ABOUT ERIC STRASSBURGER

Eric Strassburger is a Senior Wealth Advisor at BMO Private Wealth in Waterloo. For almost 30 years, Eric has been assisting families in Southwestern Ontario to invest with confidence, plan proactively to achieve their goals and dreams, and experience life without financial stress. He is known for his investment knowledge, exceptional service touchpoints, integrity, conviction, and compassion. Eric’s customized investment strategies emphasize preservation of capital and long-term growth. He and his team also work with their clients’ lawyers and accountants and BMO wealth specialists to ensure everyone’s retirement and estate plans for wealth transfer are in good order. Through personalized advice, he helps families to ensure they have enough resources to live as they want to, guides them to make sense of what they have accumulated and what it means for their future, and brings clarity amidst the noise and insight into how it impacts your finances.With vision for the big picture and a sharp eye for details, Eric will work closely with you to ensure you are well prepared and confident in your financial decisions for your family’s future.Contact Eric at e••••••••@nbpcd.com or 51••••••35.

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Eric Strassburger — Senior Wealth Advisor at Bmo Nesbitt Burns in Waterloo, ON, CA | Unifers