Jamie Keenan

Senior Wealth Advisor and Portfolio Manager @Bmo Nesbitt Burns

Toronto, ON, CA

EMAILS

[email protected]

MOBILE NUMBERS

+91 *********19

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WORK HISTORY

May 2007 — Present

Senior Wealth Advisor and Portfolio Manager @Bmo Nesbitt Burns

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Jamie Keenan is a Senior Wealth Advisor and Portfolio Manager at BMO Nesbitt Burns. She works within The Di Rocco Keenan Wealth Advisory Group. The team takes an individual journey with each of their clients to help them realize their unique investment goals and objectives. The relationship focused business allows each client to develop realistic expectations for their financial future. Areas of specialty include Financial Planning, Portfolio Management, Tax Planning and Retirement Planning.

SKILLS

Mutual FundsInvestment AdvisoryFinancial AnalysisInvestment StrategiesSecuritiesWealthStrategic Financial PlanningPortfolioBondsEquitiesFinanceEstate PlanningAsset AllocationManagementWealth ManagementFinancial AdvisoryAsset ManagementPortfolio ManagementPortfolioRetirement PlanningMarketingFinancial PlanningCapital MarketsFixed IncomeInvestments

ABOUT JAMIE KEENAN

Jamie Keenan is your complete Financial Concierge. With over 18 years of…

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