Bradley Steinmetz brings more than 20 years of experience as an Investment Advisor and eight years as an accountant to his position as portfolio manager and investment advisor at BMO Nesbitt Burns, one of the continent’s leading full-service investment firms. Steinmetz and his wealth management team specialize in wealth advisory, investment planning, retirement planning, business planning, estate and insurance services, tax planning, and philanthropic giving for families, retirees, corporate executives, business owners and non-profit organizations.
Bradley has served on hospital boards and foundations, including six years as president of the Jewish Hospital of Hope Eldercare foundation. “I provide an individually tailored portfolio to ensure that my clients reach their legacy goals,” he says. “Our guidance is individually tailored to support our clients’ current lifestyles.”
“We take a consultative approach to working with you, and continuously evolve the plan to accommodate any changes in situation,” Steinmetz’s mission statement says. “The bedrock of our service consists of understanding your needs and accommodating them appropriately as they change.”
And on the subject of change, one of today’s top economic stories is the recent volatility of the stock market. Now that it’s RRSP season, Steinmetz says that in light of those volatile market conditions, “you have to ensure that you’re speaking with your financial advisor to make sure you’re on plan, and that you understand the on goings of today’s market conditions.”
Bradley Steinmetz’s office is located at 1501 McGill College Avenue, 32nd floor. For more information call 514-282-5825 or visit