Stuart MacDougall
Vice-president and Senior Investment Advisor Bmo Nesbitt Burns @Bmo Nesbitt Burns
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WORK HISTORY
Vice-president and Senior Investment Advisor Bmo Nesbitt Burns @Bmo Nesbitt Burns
I am responsible for the wealth of hundreds of clients who have been with me for decades and I take this fiduciary responsibility very seriously. I am consistently looking for plans which will yield the best returns with the lowest risk possible to ensure that everyone can enjoy a healthy and worry-free retirement. I like to grow my clients’ money with dividends and I specialize in building portfolios with US stocks. As the Vice President & Senior Investment Advisor, I… • Enjoy guiding clients through the maze of the stock and bond market• Specialize in helping clients retire comfortably and generate retirement income• Am supported by a large and attentive network and team • Have a daily focus in my clients’ best interests.• Believe quality and caring service is crucial
EDUCATION
Carleton University
Bachelor of Arts (B.A.)
SKILLS
ABOUT STUART MACDOUGALL
For over 35 years, the focus of my career has been on my clients. I’ve proudly served some clients for over 30 years. They have remained with me because they trust my advice and my experience with a wide range of market conditions. My heart is truly in doing what’s best for my clients, as if their money were my own.I enjoy this business and getting the opportunity to see my clients prosper and grow their wealth in a way that will provide a comfortable life in their golden years. I work hard to match clients’ investment goals and unique cash flows with an optimal investment strategy. I am supported by an amazing team at BMO Nesbitt Burns, which offers the resources to provide the best information necessary together to offer the best information to inform our decisions.I have always prized the customer service I offer to my clients. I am a firm believer in the “service side of the industry”, attentiveness, and timeliness for each and every one of my clients and partners. In my spare time, I play guitar in a rock band for charity events, and hockey at UBC once a week. I am a proud supporter of the Heart and Stroke Foundation, the Alzheimer’s Society, and Hockey for Homeless.The information herein is for Canadian residents only, and does not constitute any financial, legal, tax, investment or other advice. Please do not post any personal or confidential information on this site. Should you wish to discuss your personal financial circumstances please contact us directly. Endorsements/recommendations should not be construed as explicitly or implicitly approved by the BMO Nesbitt Burns or the Investment Advisor. Previous results are not indicative of future results. Member-Canadian Investor Protection Fund and Member of the Investment Industry Regulatory Organization of Canada
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