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Samantha Sheffield - BMO Financial Planner

(2 Reviews)
739 Talbot St, St Thomas, ON N5P 1E3, Canada

(519) 631-1157


Contact and Address

Category: Point of interest, Establishment, Finance,
Address: 739 Talbot St, St Thomas, ON N5P 1E3, Canada
Postal code: N5P 1E3
Phone: (519) 631-1157
Website: https://financialplanner.bmo.com/on/aylmer/fin228/

Hours:

Monday:9:30 AM – 5:00 PM
Tuesday:9:30 AM – 5:00 PM
Wednesday:9:30 AM – 5:00 PM
Thursday:9:30 AM – 6:00 PM
Friday:9:30 AM – 6:00 PM
Saturday:9:30 AM – 4:00 PM
Sunday:Closed

Location & routing

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Most Recent Reviews


  • (January 28, 2020, 7:52 pm)

    My visit with Rebecca in Jan-2020 regarding Financial Planning Assessment for retirement went very well. Her pleasant character made the meeting quite enjoyable!
    Rebecca's knowledge and experience of her job allowed for well detailed but easy to follow charting results of my financial outlook scenario. I would definitely recommend her services to anyone!!


  • (December 7, 2019, 12:31 am)

    Ms Behar has been an effective partner in dealing with my father's banking and investment accounts to which I hold Power of Attorney.

    Her assistance has been strategic in managing my father's accounts
    by providing important information about estate matters and good advice on how to deploy the capital.

    Her personality has been courteous and willing as well, making it a pleasure to deal with the Bank of Montreal, ST. Thomas ON branch. I look forward to her continuing presence as my adviser.

    William Mitchell Jr.

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