| Category: | Point of interest, Establishment, Finance, |
|---|---|
| Address: | 5111 New St, Burlington, ON L7L 1V2, Canada |
| Postal code: | L7L 1V2 |
| Phone: | (905) 639-6624 |
| Website: | https://financialplanner.bmo.com/on/burlington/fin100001/ |
| 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 – 5:00 PM |
| Friday: | 9:30 AM – 5:00 PM |
| Saturday: | Closed |
| Sunday: | Closed |
I just started to work with Claire and she is very knowledgeable and easy to work with. She has accomodated my work schedule to see me and she explains things to me in a way that helps me understand. I am looking forward to continuing to work with Claire in the coming years.
I have been interacting with Claire for couple of years and found I was able to communicate my investment needs to her from day one. She guided me to the appropriate platform for my needs and has always been very helpful and insightful. She is a delight to work with and I would highly recommend her.
My wife and I have been clients of Claire's for more than five years now. We have always found her to be both professional and personable. Her knowledge and insights have made it much easier to make sound decisions regarding our investments and retirement planning. She listens to our concerns, offers her best advice and we both feel comfortable and secure in her hands. We recommend her highly.