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BRC DIRECTORY
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Expert
in
Designing customized investment portfolios, creating a disciplined approach to retirement savings and a proportionate amount to risk management
Years of Experience
11
Some of my clients...
Holiday Inn,
Small business owners
Divorced women
Lawyers
Executives
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BRC Member's Special!
Complimentary portfolio analysis and Pathfinder financial financial plan, your roadmap to financial well-being for retirement.
Visit my website for more details. |
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For
business meetings,
I'm open
to...
golf
networking
coffee
lunch |
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Angela Galer-Grist
Investment Advisor / Financial Planner
BMO Nesbitt Burns
1 First Canadian Place
P.O. Box 150, 48th Floor
Toronto, ON M5X 1H3
Phone: (416) 359-7099
angela.galergrist@nbpcd.com
www.angelagalergrist.com
Category: Investments
Helping
You Succeed
How can I help you?
Disciplined investment management with an eye for value, reducing embedded costs and increasing returns based on our #1 rated Canadian equity research for the past 27 consecutive years.
Implementation and monitoring of appropriate asset allocations depending on your personal risk tolerance and time horizon.
Risk management – ensuring each client has the appropriate amount and type of life insurance, and for small business owners additional policies to manage the risk of disability and illness.
Tax management strategies with the help of our own Wealth management department and outside consultations with highly regarded accounting firms.
Estate planning strategies to ensure smooth transition of your assets to the next generation.
Legacy planning for those who wish to leave behind part of their wealth for those who need it most!
Connections
for you...
I can recommend reputable accountants, estate lawyers, divorce lawyers, small business owners in many different industries.
Businesses
I'd recommend:
Brenda Apel, Remax Realtor
Bruce Outridge, Outridge Productions
Lori Andrews, Arbonne International
About
Me
A
Good Referral for me is...
An individual, family or small business owner who recognizes the importance of a customized, disciplined and value approach to the investment process but does not have the time nor the inclination to professionally manage and grow their wealth, and who is seeking someone with high ethical standards to look after their total financial well-being including tax management and estate planning to ensure a smooth transition to the next generation of important people in their lives.
I am looking
for:
Clients with investable assets who share my disciplined value approach to investing and managing wealth.
Target
Markets / Industries
Small business owners, individuals and families, divorced women.
Favorite
Client Testimonial
" Angela Galer-Grist is my idea of the perfect advisor. Her educational background, life experience, and a solid firm behind her all substantiate her as a solid advisor. However, in addition she has a wonderful sense of humor and a great deal of common sense. There is a saying that "One pound of learning requires ten pounds of common sense to apply it." Angela has it. No advice she gives is "cookie-cutter" or "one size fits all." Angela is holistic and thorough. I have recommended Angela to friends and colleagues with great confidence and I will continue to do so." C.C.!
On
a more Personal Note
If
I had a million dollars...
Eliminate all personal debt, travel Europe with my family, spend time in a warm climate.
I keep
my sanity by...
Escaping to the gym, the spa, enjoying zen type music, skiing and golfing.
My favorite
book is:
Investing books by Warren Buffett, a role model for me as an Investment Advisor.
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