Justin Maranger

Portfolio Manager @Bmo Nesbitt Burns

CA

41••••••45 | j••••••••@nbpcd.comAs an investment professional with Canada’s leading full-service brokerage, BMO Nesbitt Burns, I provide tailored financial solutions to high-net-worth, ultra-high-net-worth and institutional clients. My client-focused approach is- Discovery and Analysis: Engage in in-depth discussions with clients to understand their financial goals, risk tolerance, unique needs, and financial structure, while providing a comprehensive analysis of their current financial situation- Financial Plan and Investment Policy Statement: Develop a personalized financial plan and investment policy statement, outlining the clients\' financial objectives, risk tolerance, and investment strategies. Provide actionable recommendations to optimize wealth and tax savings, ensuring alignment with their long-term goals- Deploying Capital and Preservation: Implement the financial plan and investment policy statement by allocating clients\' capital into suitable investment opportunities, prioritizing capital preservation and focusing on long-term growth- Regular Communication, Monitoring, and Review: Maintain open communication with clients through regular updates, monitoring their financial strategies and investment portfolios, and conducting periodic reviews to ensure optimal performance and alignment with their evolving financial goals.

University of Windsor

Honours B.Comm