McKersie Wealth Management

McKersie Wealth Management BMO Nesbitt Burns Inc. Private Client Group 1 First Canadian Place 47 th Floor Tel: (416) 359-5619 Fax: (416) 359-6535 Web site: www.jasonmckersie.com Email: jason.mckersie@nbpcd.com

Contents ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

A bout BMO Nesbitt Burns ,[object Object],[object Object],[object Object],[object Object]

A bout Our Branch ,[object Object],[object Object],[object Object]

A bout Our Team ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

A bout Our Philosophy ,[object Object],[object Object],[object Object]

A bout Our Clients ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

A bout My (Our) Clients ,[object Object],[object Object]

A bout Our Process ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

U nderstanding Your Needs ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],STEP 1

P lanning for Your Needs ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],STEP 2

C hoosing Your Solutions ,[object Object],[object Object],[object Object],STEP 3

R eviewing & Communicating with You ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],STEP 4

E volving and Adjusting Your Plan ,[object Object],[object Object],STEP 5

B rendan Wood International Research Rankings ,[object Object],[object Object],[object Object]

O nline Communication - Gateway ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

N ext Steps ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

H ow to Contact Us ,[object Object],[object Object]

McKersie Wealth Management

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