1:1 Mentorship with Cory Hazael - This event has already occurred
Tuesday, April 6, 2021 9:00 a.m. - 1:00 p.m.
Meet 1:1 (virtually) with NEW Venture13 Mentor Cory Hazael, Investment Advisor with BMO Private Wealth.
Office Hours: Tuesday April 6th, 9:00am - 1:00pm
Cory has been with BMO for nearly a decade working with high net worth clients from the Cobourg and the surrounding areas. He and his family continue to call Northumberland home and enjoy being able to spend their time in Ontario’s feel good town. Cory graduated from Trent University in Peterborough, with a Bachelor in Business Administration in the Honors Program. Cory thrives in small town relationship building and continues to be involved in his community.
Cory works closely with all of his clients to educate and guide them through investment decisions. Cory believes that it is very important to work with an Advisor who’ll take the time to get to know you. His aim is to truly understand your goals and objectives and create a financial plan that fits your lifestyle and your overall needs; he understands that every client is different. Clients come to BMO Nesbitt Burns looking for wealth management solutions that are custom tailored to them. Along with Cory, we have our in-house specialists, access to the expert resources within BMO Financial Group, and we have the services and resources you need to reach your financial goals.
Areas of Expertise:
- Wealth Planning - With success comes new challenges, and managing your wealth requires a balance between meeting today’s financial needs and preparing for the future. Working closely together we can dive into your evolving life and explore how you can effectively build and manage your wealth.
- Investment Management - Building and managing an investment portfolio requires careful planning, ongoing attention and sound financial expertise – combined with an intimate understanding of your goals, risk tolerance and time horizon.
- Estate Advisory
- Banking and Borrowing - From everyday banking to private banking services, from mortgage on your property to an investment loan, I can introduce you to one of our many banking experts across BMO Financial Group.
- Business Planning and Succession Planning
Email email@example.com to book your virtual meeting with Cory!
Lecture Hall – Capacity #75
Event Organizer's Name:
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