BMO Private Wealth

Sep 2023

Ok , this is a bit odd. Not like people are asking me about where to invest but I owe my advisor and his excellent staff for 11 years of my paying very little attention to my retirement. Through major ups and downs they have kept me calm and solvent . Preserving my ability to retire , advising me against panic and allowing me to ignore the ups and downs of the incomprehensible market. Thanks Rick not many people do just what they say

Aug 2023

Ok , this is a bit odd. Not like people are asking me about where to invest but I owe my advisor and his excellent staff for 11 years of my paying very little attention to my retirement. Through major ups and downs they have kept me calm and solvent . Preserving my ability to retire , advising me against panic and allowing me to ignore the ups and downs of the incomprehensible market. Thanks Rick not many people do just what they say