Financial Advisors

I tried to set up an appointment but they don't answer phones. It goes to a message service that literally doesn't work! So I went to the branch, and the teller let me know the person upstairs has an appointment in 40 minutes so they can't see me. This branch makes me want to boycott all things BMO.

My appointment with Karen Mason was stimulated by a Business group I attended where the next step was to take action regarding my stalemate with handling finances. Karen came highly recommended as a dynamic, professional compassionate person by a group member. Our initial phone conversation was fun and with her colorful, confident presence I liked her right away. What could anyone do to help my pitiful situation, modest income, a permanent renter, scraping savings out of my pay so I can fix my car and get away once a year. Karen quickly and with genuine attention to my needs and situation gave me hope. Hope that I could do things a different way, that I was not stuck and made suggestions for tools I could use to that end. I couldn't have asked for more. Thank you Karen for helping me take the next step with hope and promise.

Chris is personable and knowledgeable. He makes sometimes difficult to grasp information easy to understand. I can't recommend him enough.

I first met Frank several years ago through an exercise client of mine, who would later become his wife. He then became a client, himself. A while later, I was advised that I had a UPS pension that was coming to term. I told Frank about it, and he suggested that I transfer it out, so that it didn't stagnate until I was eligible to draw upon it. That was over five years ago. Since then, the investment portfolio has averaged an eight-percent return every year. I receive a status report every six months, and am very happy with the return. Frank has done a great job looking out for my interests. He is very knowledgeable, and has answered my questions on multiple occasions. I highly recommend him and his company. Regarding Lindsay Cooper, the reviewer who gave a one-star rating, I don't think their reaction/comments were fair or appropriate. Cold-calling is one form of generating business for some companies. If it didn't work, no one would be doing it. It's not like they have products on a shelf at Walmart. Believe it or not, some people actually appreciate it, because they may have been wanting to invest, but didn't know where to start. Additionally, financial planning must be a worthwhile endeavor, considering Frank's been in the industry for over two decades. Also, it is up to the individual to confirm what their call display says, not just assume. It is not a scam to have a name that is similar to another company. You just have to actually read it.